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Info: If you need to add extra income/expenditure to a deal you can use cashflows! |
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You new Cashflow is now saved and displayed under the ‘Cashflows’ dropdown!
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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. |
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You can invoice any of these cashflows using the built in invoicing system on Accelerate.
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Moving Cashflows
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Info: If you have administrative permissions you can move a cashflow to a completely different quote or order. |
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