Creating An Invoice Letter Before Exchange Of Contracts


How Do I Create An Invoice Letter Before Exchange Of Contracts?


Go to Tools> Letter & Stationary Templates

Find the Invoice letter from the list.

Copy all of the text from the letter and create a new letter.

The merge field #sale_invoice_block# can be used in a letter that is created before exchange has taken place. The merge field will use the information from the current offer to create the invoice block.

Note: The invoice information generated is for sales commission only and not all charges due as with the real sales invoice. As no invoice is written to the accounts at this stage, no invoice number is produced.


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