How to Create an Invoice for a Vehicle Sale
Stack the deal
Enter all the necessary details of the vehicle sale into the system.
Go to the Payments/Financials section
Navigate to this section after stacking the deal
Ensure the total balance adds up
All amounts should add up to the full total, even if payment hasn’t been made yet.
Use "TBC" if the payment method is unknown
It's okay to leave the payment method as "TBC" for now.
Do not mark payments as paid (you can of course if it is!)
You do not need to show anything as paid at this stage.
Pending payments will appear on the invoice
Any unpaid amounts will automatically show as pending when the invoice is created.