Sales, deals and finance
Take deposits and sell online, desk deals with tax profiles and approvals, handle credit applications and lenders, and invoice and collect payments.
Turn a lead into a sold unit. Start with deals and desking, set up your tax profiles, and switch on deposits and buy online when you are ready to sell from the website.
Topics in this section
- Website deposits and buy onlineLet shoppers reserve a unit with a deposit or start a deal online, with signed agreements, holds, and card payment through your own Stripe account.
- Deals and deskingBuild a deal from a lead, desk it on an itemized worksheet with versions and payment options, send it to the customer to sign, and close it.
- Tax profiles and desking approvalsSet up reviewed sales tax rules for your deals and decide which worksheets need a manager's approval before they reach the customer.
- Credit applications and lendersOffer a secure credit application on your website, keep sensitive data encrypted, send applications to lenders and record their decisions.
- Invoices and paymentsCreate and issue invoices, send a pay link, record payments and refunds, and export your sales and payments for your bookkeeping.