Understanding the buttons on the sale details page.
TABLE OF CONTENTS
- Invoice button
- Receipt button
- Withdraw button
- Early button
- Release button
- Txt button
- Email button
- Letters button
- Print button
- 3 dots
Invoice button
Send a Sale Invoice/Statement
Receipt button
Receipt Sale Deposit or Commission money
Withdraw button
Early button
Release before settlement button
Release button
Release a Sale - Pay the solicitor and your company
Txt button
Send a TXT message to someone on the Sale
Email button
Send an Email to someone on the sale. Click on the people button to select a person on the sale.
Letters button
A full letter writing tool with all of the Sale fields so that you can create merge letters.
Print your sale letters, The solicitor sale notification letters creates a letter for both the Vendors and Purchasers solicitor.
Unconditional Confirmation letter
The solicitor sale status to Unconditional letter creates a letter for both the Vendors and Purchasers
solicitor.
Solicitor Settled sale advice letter
The solicitor sale status to Settled letter creates a letter for both the Vendors and Purchasers solicitor
Solicitor Fallen sale advice letter
The solicitor sale status to Fallen letter creates a letter for both the Vendors and Purchasers solicitor
Print button
Print Top sheet / Proforma reports.
3 dots
If you are seeing a button with 3 dots it means that your screen is not wide enough to display all of the buttons.
Click on the 3 dots to see the hidden buttons