Accounting for Sales Properties

The sales finance side of Expert Agent is far more simple than our lettings finance which allows you to fully account for your lettings client account.

While you are able to create invoice documents to send out upon Exchange of Contracts  and also for One Off Charges, along with adding a receipt to the Charges Tab of the property using the receive a payment under the right click > housekeeping > sales accounts, these functions are only intended to provide an audit trail on the property record and aren't in any way intended to be relied upon for accounting purposes or to be MTD compliant.

You can produce a report to show you these Property Invoices  but the original point of entry for any invoices raised via your business/office account needs to be your dedicated office accounting software and not Expert Agent.  There are no accounting features within Expert Agent for the sales side of your business.