● Enter as much Information for the Purchaser and Beneficiary as you have. 

● Click the AKA Button to store unlimited "Also Known As" names

● Click the "Addresses" Button to store unlimited Addresses for this person

● Click the "Invoice" button on the right menu bar to enter Sales information

Invoice information is grouped with:

● Invoice rules at the top of the Screen

● Select a Contract Type, Department, Arrangement Type and primary Sales Person

● Click the + button to automatically generate the next Contract Number

● Check the Recurring Bill check box if this is going to be a recurring invoice

● Check the Quote (PN Non Sale) to save the selection of products and services.  This will set the invoice aside to review later. 

Itemized Details saves to a list

● Type a partial Description or an Item Code to bring up a list of products and services to pick from

● If the sale is for Property, open the Sterling Explorer, find the property space and drag it to the Contract.  It will land in the Item Description field where you can change the description if you want.

● As Items are added, they will show up in the list

● Double click the item on the list to edit or delete the entry.

● Invoice Terms and Running totals are grouped at the bottom of the screen

Calc Only Portion of DP is used for entering the total down payment amount without entering the actual cash receipts.  This field is only used when one person (or department) enters invoices and a different person (or department) enters down payments and cash receipts.  The Down payment is considered payment number zero, with no interest.  The amortization schedule is then based on the financed amount or balance after down payments are considered.  Whether the actual receipt is entered or an amount is entered into the "Calc only DP" field, the amortization schedule is calculated with that amount subtracted from the invoice amount.  Principle and interest amounts for the entire contract cycle is calculated and stored.

1. If you cannot find the property space you are looking for, right mouse click and select "Property (Create new Property)"
2. Type in a partial Description for the property Section you need and you will get the following screen.  Enter all the information you have, including the property Segment descriptions.
3. Click Save and this new property space will land in your Invoice Screen to edit and Save

The new property space will also show up immediately in your Sterling Explorer

● Amortization Calculations are generated from information stored in the "Contract Types"

● Click the button next to "Amortization Schedule" to make changes or to see the payments and to print a payment schedule.

● This is where you can make changes, to help the family determine what their best financing options are.

● Click the "Go Back" button or the Invoice button on the right to return to the main screen

1. Click the "Payments/Credits" Button to enter as many credits as needed.
2. Clicking the Add Button defaults to the Purchaser. 
3. Click the "Edit" button next to the name if the Credit is for different person or Bank in the case of a Trust Reimbursement

1. If there is more than one property space on the invoice, double click the Property space you want to print a deed for and click Save to activate that property space.
2. Click the Interments Button and the property space you are generating a deed for will show up
3. Click the + next to the Deed number to generate the next number, enter a Deed Date and click Save
4. The Save Deed button will prompt you to print the Deed
5. Enter any interment information you have and click Save
6. When you are all done, click the Invoice button to return to the main screen