Booking documents and letters

The Documents tab

Every file attached to a booking lives on its Documents tab: the signed booking form, KYC proofs, the cost sheet, payment proofs and anything else. The subline tells you what the CRM level still needs, for example "Before Level 4 · CRM: upload Address Proof; verify Id Proof", or "All required documents verified".

1. Choose the Document type (Booking Form, Id Proof, Address Proof, Payment Proof, Cost Sheet, Brokerage Creative, Others; required ones are marked "· required").
2. Pick the File (PDF, PNG, JPG or WEBP) and click Upload.
3. Someone who may verify (admin, sales support, CRM, finance, an executive, or the booking's CRM approver) opens the file and clicks Verify; Undo takes the verification back. An unverified file can be deleted with the bin.

Letters BMexa generates

• Welcome letter: drafted automatically at final approval when the client has an email, and reviewed under Post sales › Outgoing mail before it goes out. The sidebar's Letters card opens the office copy.
• Demand letters: one per payment milestone, raised from ERP › Demands & invoices or automatically for the booking-day stage and for construction stages. They are listed on the Payment tab under Demand schedule with a PDF link, and in the sidebar.
• Receipts: issued when accounts verifies a payment; Payment › Receipts has the PDFs.
• Statement of account: Download in the header or the sidebar button; drawn fresh each time, as on that day.
• Late-fee invoices and credit / debit notes appear on the Payment tab once they exist.

Giving the client their portal login

1. On an approved booking open the Documents tab and find the Client portal section (admins, executives and CRM).
2. Leave Client email empty to use the email on record, or type another, and click Email portal login. BMexa creates a username from the client's name and emails a first password with the payment schedule; the client chooses their own password at first sign-in.
3. Email portal login again issues a new password (the old one stops working). Change username and Draft welcome letter again are there for later.