How to Generate a Sales Statement in REST Professional

Overview

The sales statement for the vendor may be printed at any time and shows all trust and investment account transactions for the sale. 

This document will cover:

• How to Generate the Sales Statement

• Example of a Sales Statement

How to Generate the Sales Statement

1. Go to Reports > Sales > Statement

2. Select Criteria as required:

   • Select - You can select All Vendors, a range or select a specific Vendor. 

   • Group – If sales groups are setup, select the required group

   • Status – You can filter this by the status of the sale

   • Salesperson – You can filter this by select All or a particular salesperson

   • Type – You can choose to address this sales statement to the Vendor, Vendor Solicitor or both

   • Incl Completed/fallen over – Tick if you would like sales that are marked as completed fallen over

3. Click Print-F12 or Preview-F11

Example of a Sales Statement

This statement will show:

• Settlement date

• Purchase price

• Details of the sale property

• Transactions on the trust and investment ledger.

• Trust balance and Investment balance