Here's the workflow for progressing a sale once the offer has been accepted and the solicitors have been instructed.
Contents
Adding solicitors
Memorandum of sale - print or email
Sales progression
Chain management
Sales proforma and invoicing
💡 RECAP
Create a new sale (no chain)
Tick some items to progress the sale and save
Raise a proforma invoice, and mark it as paid
Create a sales invoice
Receive funds via the Take a Payment screen from the vendor
Complete and archive the sale
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