Bookings & payments
Holds, booking forms, approval chains, demands, receipts and cancellations.
7 articles
- Bookings: how a deal becomes a bookingWhat the Bookings page shows, what each status means, and how a booking moves from a Success log on the client to a numbered, approved booking.
- Creating a booking: the booking formFill in the applicant, the unit, the cost sheet, the payment plan, the money collected and the documents, then submit the form for approval.
- Booking approvalsHow the approval chain works, what each level must check before it can approve, how to send a booking back, and how to set the chain per project.
- Holds: 20-minute unit holds and builder holdsA rep holds a unit for a client for 20 minutes while the form is filled; managers withhold a whole tower or floor for the builder.
- Brokerage on a bookingHow the channel partner lands on a booking, how brokerage is entered by rate, amount or percentage, project slabs, splits between firms, and waivers.
- Cancelling or revising a bookingCancellation is a process: request, settlement by CRM, refund by Accounts, unit released. Changes after approval go through adjustments.
- Booking documents and lettersKYC documents and their verification on the Documents tab, and the letters BMexa generates for a booking: welcome letter, demand letters, receipts and the statement of account.