The fixed fee amount and commission rate can be set within a Sales property record. Once set, this can then be used to generate a sales invoice on SME Professional.
1. Add a sales fee or commission rate to a property
To set a sales fee or commission rate within a property record:
Go to Sales properties > View available properties
Locate the property
In the Address column, select the property address
The Address tab within the property record contains various fee fields, including Sales fee (inclusive of VAT) and Commission rate (%) (inclusive of VAT), as shown below
Populate the relevant fee field
Select Update property to save the changes
2. Using fee merge fields in template documents
If users wish to generate a sales invoice from the Correspondence > Template documents page, there are fee merge fields available to add to invoice templates. To locate the available merge fields, please follow the steps below:
Go to Correspondence > Template Documents
Select a property from the Property dropdown (for sales merge fields, please ensure a sales property address is selected)
Select the Example document data tab
In the Property merge fields category, there are various fee merge fields available
The Field output example column will display how the data will be output if that merge field is used, as shown below:
