Sales Advice "deposit" breakdown to allow for initial deposit date paid/due & full deposit date paid/due
Since buyers can pay their deposits in various ways & at different times i.e. an initial 0.25% deposit on a particular date with the balance due on another date OR no initial deposit but a full deposit due on a particular date, it would be clearer if we can note a breakdown of when they paid each amount &/or when it's due rather than only 1 "deposit date" under Selling details on the Sales Advice as this isn't clear as to whether it's actually been paid or if it's DUE to be paid. Buyers may not always pay a deposit on the contract date when they initially make an offer but later on so there needs to be some flexibility. At present we write it all out ourselves in the Conditions section as a note but we also remove the Due Date there as there's not always a Due Date as it depends on other factors such as if it's a solicitor exchange or an agent exchange etc. Thank you.
This would be so helpful as we break down what initial deposit is paid and what deposit is due to be paid at the end of the cooling period in our letters to purchaser & their solicitor. It is very confusing right now trying to work out what fields will accommodate this information in setting up letters.
I have been searching if there are extra tabs we could include but can't find this. Currently where you add details of the Contract (for Sales Advice details) it just says 'Finance Amount'...is this supposed to be the full 5% or 10% deposit or the balance remaining owing after the 0.25% paid???