In the BASIC Software, clients can pay for their order right after they submit the order, and you can tie order prices to any dropdown list. Set this up in the admin under Site Settings > Data Fields > Payment Settings.
Or you can enable a "Pay Now" type of page and clients that accepts online payments. You would need to manually email the client telling them to go to that page and make a payment.
In the PRO or COMPLETE Software, there are more fee options in addition to the ones above. There are up to four fee fields that can be enabled. Listed below are the four field names (every field has a field name and a field label — below are the field names) which you can manage in the admin under Site Settings > Data Fields > Field Labels & Permissions:
quotedfee
This is the fee for the order itself. If it’s not already set, the admin would set this when they process the new order into the system.
servicecharge
If enabled, this is a fee charged on top of the order fee above. If you have fee splits and/or a second staff member/contractor enabled, this service charge fee is not touched by either of those.
feesplit
If enabled, this is the percentage or dollar amount which the staff member or contractor will get out of the quotedfee.
appraiser2fee
If enabled, this dollar amount will be deducted from the quotedfee before the feesplit percentage (or dollar amount) is applied.
These four fields are used by the parts of the system that handle invoicing.
You can set a default service charge on a per-client basis, and a default fee split percentage (or dollar amount) on a per-user basis. And then you can customize each order with a different value in each of these four fields.
When invoices are created for the client, the system will list the quotedfee and the servicecharge separately, unless you set the site option to have them appear to be part of the overall appraisal fee.
For more information or if you have any questions please email info@valuedwebsites.com
