Sales Agreements

Step1>Go To “Sales Agreement” under “Agreement” Tab.
Step2>Click add “Sales Agreement”.

Step3>Give customer name.
Step4>Select Product.
Step5>Mention the sales price, finance company name, loan amount etc.

Step6>Click” Generate Agreement”.

Step7> Signe digitally and.
Step8>Click Save.

NOW LET SEE HOW TO SEND AGREEMENT IN WHAT’S APP:

Step8>Click action.
Step9>Click what’s app Sales agreement.

Step10>Now Click Send.

HOW SALES AGREEMENT CONVERT TO INVOICE

Now let see how sales agreement convert to invoice.
After Generate sales agreement.
Step1>Click action tab in relevant sales agreement.

Step2>Now click “Convert as invoice”.

Step3>Go to sales pending under Income Tab.

Step4>Click action tab.
Step5> Click covert as invoice.

Step6> Please check all relevant details which converted from agreement. You can amend if required.
Step7> Save invoice.

HOW TO ADD DOWN PAYMENTAS RECEIPT:

After saved invoice go to invoice page select relevant invoice.
Step8>Click action.
Step9>Click” Add Receipt”.

Step10>Now give down payment amount in amount box.
Step11>Select Receipt Mode.
Step12>Add notes as down payment for your reference.
Step13>Click Save.

LET SEE HOW TO ADD BANK LOAN AS RECEIPT:

After saved invoice go to invoice page select relevant invoice.

Step14>Click action.
Step15>Click” Add Receipt”.

Step16>Now give loan amount in amount box.
Step17>Select Receipt Mode.
Step18>Mention in notes as bank loan details.
Step19>Click Save.

SEE HOW TO ADD TRADE IN CAR.

After create invoice.
Step1>Click Action.
Step2>Click View invoice.

Step7> Click Save.