3.20 Registering a sale

To register a sale, navigate to the building page and scroll down the contacts and companies. Click on the'register a sale' button (two arrows pointint in opposite directions).

The model that opens will consist of 5 steps, below you can follow these steps to register your first sale succesfully.

Step 1. Seller

1. Select the the name of the owner who is selling their unit(s).
2. Fill in the date of the deed.

Click next.

Step 2. Buyer

1. Select the name of the new owner who is buying the unit(s).
2. Make sure the box of trustee is checked.

The ownership dates will automatically be prefilled.

Click next.

Step 3. Capital

Choose what to do with the fixed work capital and the reserve capital for the unit(s).

You will have the following two options:

1. Pay back immediatelly -> this means you will get an option in step 5 to make a bank transfer.
2. Settle at the end of the bookyear.

In case you pick option 2, step 5 will no longer be available and you can finish things off at step 4.

Step 4. Diverse booking

You will have the option to make a diverse booking in the name of the seller. 

This is optional, pick either 'Yes' or 'No' to continue to the final step.

Important info to note:

If there is no fixed work capital, you can skip this step and select no.

If there is fixed work capital, you should select yes and complete the booking here. You can also select no and do this later under 'bookings' in the HOA, but it is recommended to complete the step right away. 

Please note, that this booking will move the share in the fixed work capital back to the seller. To request the same amount from the buyer, you will have to add a provision request. This does not happen automatically at this moment, but will be automated in the future. 

This step may be your last if you chose to settle at the end of the bookyear in step 3.

Step 5. Bank transfer

You will have the option to make a bank transfer. In case you wish to do so, pick option 'Yes'.

The journal, memo date and the communication field will be prefilled. Check the checkbox to create and send an enveloppe right away.

Press 'Save' to finish the sale.