Exchange

Upon exchange of contracts, Expert Agent will generate any correspondence necessary and produce an invoice if required.

To process an Exchange, right click in an offer record and choose 'Mark as Exchanged' as below:

The form below appears:

1. You can set a target completion date.
2. You can set a charge date which determines the date on your invoice.
3. Change the text for the invoice narrative in.
4. The invoice charge amount is calculated (either a flat fee or a commission calculated based on sale price) but can be edited here.
5. Ensure the VAT Rate is correct.
6. You can change the invoice number and above it decide whether you want to produce an invoice - tick if you do.
7. Finally, decide what you want done about ongoing marketing - remove the ticks to make sure your property doesn't appear.  There's an option to Update the Applicant Address with the Property Address - you'd probably only do this if you were doing a simultaneous exchange and completion.

Pressing Save will lead you to the Template Grid to send the invoice - Sending Invoices to multiple recipients 

You may also get the board movement popup - see Boards