Generating and Sending a Sales Invoice

Learn the process of creating a sales invoice for a specific property record within the CRM. This guide ensures accurate billing by walking you through selecting the correct template, merging client data, and sending the document via email.

David Morgan
16 steps
2 minutes

Iamproperty

Navigate to the property record

Click **"Offers"**

On the **Accepted Offer** click the **Generate Letter** option

The drop down menu will show **'Sales Offer'** Click **"Please select a letter"** *If you have just updated the offer status and Sales Offer doesn't show, return to the property screen and repeat the previous steps for the sales offer option to show.*

From the drop down menu search for and select the **Sales Invoice.** Your sales invoice will have your naming and **will not be** IH - Sales Invoice

Click **Generate**.

You will see the Vendors details. If there are multiple they will be listed on the screen.

Click on **Applicants** to review the Purchasers details.

If these are correct, click **Generate**

The **Sales Invoice** will show. The text on screen are 'merge fields'

Click **"View Merged Data"** to view the text as it will be sent.

Click **"Send Email"**

On the email screen select the email addresses you are to send the letter to by clicking on them.

Click **"Select a Template"** If you have a template created you can select that, or type your text into the email.

The text will show in the email field

Click **"Send Email"**

Generating and Sending a Sales Invoice

David Morgan
16 steps
2 minutes

Iamproperty

Navigate to the property record

Click **"Offers"**

On the **Accepted Offer** click the **Generate Letter** option

From the drop down menu search for and select the **Sales Invoice.** Your sales invoice will have your naming and **will not be** IH - Sales Invoice

Click **Generate**.

You will see the Vendors details. If there are multiple they will be listed on the screen.

Click on **Applicants** to review the Purchasers details.

If these are correct, click **Generate**

The **Sales Invoice** will show. The text on screen are 'merge fields'

Click **"View Merged Data"** to view the text as it will be sent.

Click **"Send Email"**

On the email screen select the email addresses you are to send the letter to by clicking on them.

Click **"Select a Template"** If you have a template created you can select that, or type your text into the email.

The text will show in the email field

Click **"Send Email"**