Locating the Sales Button

1. Clicking the Clients tab.
   
   
2. Selecting the client account from the grid.
   
   
3. Clicking the Sale button in the action bar at the bottom:
   
   
   

This opens the Sale for Client xxxxxxx screen:

Adding Sales Information: Sale Date, Float Repayment Date, Apportionment Fees and More

In the system, the Sale Date you select will be used as both the buyer’s entry date and the seller’s exit date. However, charges will be allocated as follows:

1. The seller is responsible for all charges up to the end of the day before the Sale Date.
   
   
2. The buyer is responsible for charges from the Sale Date onward.
   

1. Select the Sale Date.
   
1. By default, both the Sale Date and the Float Repayment Date are set to the current day, change them as needed.
   

1. Choose the Date Solicitor Sale Letter Received.
   

If your company doesn’t use the Date Solicitor Sale Letter Received field, it can be hidden by disabling the system option "Use Solicitor Sale Letter Date".

1. If apportionment fees have been set up, the default fee will automatically appear in the Apportionment Fee drop-down.
1. If any Apportionment Fees have Late Days configured, the system will automatically apply the appropriate fee based on the selected dates.
   
2. If this occurs, a message will appear to let you know: "The sale notification from the solicitor was late, so a non-default fee has been automatically selected."
   
   
   
   
   

You can still select a different Apportionment Fee manually from the drop-down menu.

1. The Float Repayment Date can be set to a future day, but it must be at least one day after the Sale Date.
1. To return the float to the client’s balance, run the Float Repayment process as described in the Float Refunds for Sold Properties or Ceased Developments section of this article.
   
   
2. To remove the fee altogether, untick the Charge Apportionment Fee box:
   
   
   
   
   
   
3. Choose whether to tick Transfer Diarised Charges:
   
1. These are charges specific to the individual client.
   
2. They’re different from Diarised Charges set at the development level, which the system will automatically split between the buyer and seller during processing.
   
   
   
   
4. You can also tick Sum Insured to update the sum insured value for the property.
   
1. This is useful when, for example, a property is moving from a developer to a buyer.
   
2. Leave it unticked if no update is needed.
   
   
   

1. The Apportion Charges option is ticked by default.
   
1. This allows the system to pro-rate the relevant charges from the seller's account.
   
2. In the Refunds/Charges grid, untick any items you don’t want to be pro-rated - they’ll remain with the seller:
   
   
   

1. Ticking Invoice Charges Immediately flags these charges so they can be separated from others when running an Amended Account.
   
1. This is optional and not needed if you want to include all charges in a single invoice later:
   
   
   
   
2. At the bottom of the screen, a table will show how the charges are split between the buyer and seller:
   
   
   
   
3. Click OK to continue.
   

Adding New Client Details, Then Running an Amended Account

1. After clicking OK, a new screen appears for entering the buyer’s details.
   
   
2. Fill in the information you have.
   
   
3. Click Save in the top-left corner:
   
   
   
   
4. A Sale Confirmation pop-up will ask you to confirm the sale. Click Yes to proceed.
   
   
5. You’ll then see an Information pop-up confirming the charges have been split. Click OK to close it.
   
   
6. A final pop-up confirms the sale has been processed and offers to let you add the new client’s phone number. Click Yes or No as appropriate.
   

If you check the Charge Transaction tab for the new client, you’ll see the pro-rated charges applied to their account.

Check the exited client’s Charge Transaction tab to see matching opposite charges.

1. Generate an Amended Account for the new client right away as outlined here, or
   
   
2. Wait and include these charges in their next invoice.
   

1. Wait to process another invoice until after their float is repaid to them.
   
   
2. Choose between sending a standard invoice at the end of the charge period or running an Amended Account invoice sooner.
   

For example, an amended account can be run to invoice the repaid float amount, or any other outstanding charges. Consider waiting until all charges are processed to the client’s account to ensure any float refund covers all outstanding amounts.