How to Generate an Account Sale in REST Professional

Overview

The Account Sale is specifically designed for Victorian users and prints a sales statement for the Vendor which shows:

 The deposit taken – Counts each transaction that uses Type Deposit.
 The commission amount including GST entered in the Financial Tab of the Sales Detail
 The advertising amount including GST entered as the budget amount in the Property Tab of the Sales Details
 The settlement amount due to the vendor which is calculated as the deposit minus the commission and advertising

Steps

1. Go to Reports > Sales > Account Sales

Select Criteria as required:

 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 - This can be sent to Vendor, Vendors Solicitor or both
 Print comments – If global statement comments setup, tick this box to include the comment at the bottom of the account sales.
 Incl Completed/fallen over – Tick if you would like sales that are marked as completed fallen over

The account sale will show the address of the sale property, purchaser name and sale price, together with the amounts as reflected on the sale card.

NOTE: The amounts with a * include a GST component and reflect the total GST at the bottom of the account sale.