How do I create a Memorandum of Sale?

You can create standard templates for all documents you use throughout a property sale. One of the most common is the Sales Memorandum which we provide as part of your company setup.

  1. Find the sale by going to Sales, Property Sales
  2. Click on the 'Documents' tab
  3. Select Sales Memorandum Letter (or whatever you've called it) from the drop down list and save it
  4. The document will appear in the list.

Click on the document name to edit the document or the 'Preview' link to create a printable version.

If you'd like to change the templates, go to Admin, Templates, Sale Documents and change the templates using the online editor.

Video Guide

Topic: Sales

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