Create a NSW Sale Settlement Statement

The NSW Sale Settlement Statement is a document that can be produced in triConvey from the Precedent Library.

Table of Contents

• Review transaction details
• Complete Settlement Financials
• Generate a Settlement Statement

Review transaction details

Double-click Conveyancing Details from the Matter and ensure the following details have been entered correctly:

1.    Purchase Price and Deposit Total.

2.    Initial Deposit and whether it has been Paid.

3.    Deposit Status.

4.    Deposit Holder details.

5.    Settlement Details.

6.    Double-click Agent Details and enter the Agent's Commission details.

Complete Settlement Financials

1.    Double-click Settlement Financials from the Matter.

2.    Review the Adjustment Date.

3.    Enter Adjustments.  Learn more about completing NSW Settlement Financials.

4.    Select the Payments tab.

5.    Complete Payment Direction details.  Learn more about completing NSW Settlement Financials.

Generate a Settlement Statement

1.    Select Precedent from the Matter Action Bar.

2.    Navigate to the Sale category and select the Settlement folder.

3.    Double-click the Settlement Statement to open it in Word.

Tip:  Use the triConvey Toolbar to make amendments to the Word document.