| Info |
|---|
If you need to add extra income/expenditure to a deal you can use cashflows! |
...
Adding a Cashflow to a Quote
To add a Cashflow to a Quote, click the Edit Pencil on a Quote of your choice, then scroll to the ‘Cashflows’ dropdown:
...
Here, you can edit a default cashflow (If unsure why this is here, ask one of your system administrators or click here) or, create a new one. Let's imagine I want to add a funder commission i'd do the following:
...
As you can see, I didn't enter anything into the 'Invoice To/From' section. This is because Accelerate uses the funder/dealer/relationship In this dropdown, you must select the type of Cashflow and the net amount. Fill out any other details and then click ‘Add Cashflow’:
...
You new Cashflow is now saved and displayed under the ‘Cashflows’ dropdown!
| Info |
|---|
Accelerate uses the Funder/Dealer/Relationship that you've selected when building the quote |
...
to fill out the 'Invoice To/From’ field. If you wanted to invoice an external source (for ply-lining for example) you can select the appropriate relationship. |
...
Accelerate will automatically add the correct amount of VAT dependant on the VAT type selected. |
...
Specifying an Order to apply a Cashflow to
To assign an order to a cashflowCashflow, simply click the Edit Pencil on the pencil button next to it from within the quote record. You'll see the following screen:
...
Then, select the related order from the dropdown menu and hit 'Save'.
Please note - using the 'Admin View Only' box Cashflow in the ‘Cashflows’ dropdown on a Quote:
...
Select your chosen order from the ‘Order’ dropdown field and click ‘Save’
Note: Checking the 'Restricted' checkbox will make the cashflow only visible to Accelerate administrators.
You can invoice any of these cashflows using the built in invoicing system on Accelerate.
...
Moving Cashflows
| Info |
|---|
If you have administrative permissions you can move a cashflow to a completely different quote or order. |
...
Note:
You cannot transfer a cashflow to a locked order
...
You cannot transfer a cashflow which has been invoiced
...
To move a cashflow simply click the 'Move' button on the edit cashflow screen:
...
The following menu will be displayed:
...
You can select the Relationship, Opportunity, Quote (and optionally Order) to which the cashflow should be moved:. Then click ‘Save’ to move your Cashflow!
After confirming your intent, the cashflow and any related payments will be moved lickety-split.
...
Adding Cashflows to
...
a Contravt
You can add a cashflow to contact after delivery has been completed.
...