Mark as Complete

To mark an offer as completed, right click and select Change Status>Mark as Complete as below:

You may have already marked your applicant as inactive earlier in the process however in case you didn’t and would like to at this time, you are presented with the option.

Choose ‘Yes’ or ‘No’ and the window will close, changing the offer status to complete.

The property and offer status will be changed to 'Completed'.

'Complete Offer' will fire the corresponding Event Template Trigger - see Event Template Triggers - or right click in the offer to generate a set of letters or emails manually as required.

If you need to reprint your invoice, there's an option in the property right-click menu.

To mark your invoice as paid, open the property form and right click - you'll find a 'Mark as Paid' option.