VIC - Statement of Account - Sale

Where it is

State: VIC

Path:  Conveyancing/Sale/Settlement

What it looks like

Where the data comes from

1. Conveyancing Details:  Settlement Date
2. Calculation: Matter Info: Person Responsible Initials: Matter number
3. Conveyancing Details: Sale Price
4. Conveyancing Details: Deposit Paid Amount
5. Settlement Financials: Total of all adjustments
6. Settlement Financials: Payments: List of all payments entered
7. Settlement Financials: Payments: Total of all payments entered
8. Settlement Financials: Amount due on settlement
9. Conveyancing Details: Deposit holder
10. Conveyancing Details: Deposit Paid Amount when Vendor's Agent is selected as Deposit Holder
11. Agent's Details: Total Commission and fees
12. Calculation: Deposit paid amount in 10 minus Agents fees in 11

Handy Hints

• If the deposit does not display, ensure it has been selected as paid in Conveyancing Details
• For details of balance of deposit to the Vendor to calculate correctly, ensure the deposit is marked as Paid, the Deposit Holder is the Vendor's Agent and the Agent's Details have been completed with Commission & Fees