Invoicing & Sales Management (Deals) | Help Center

How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)

Learn how to create and send an invoice for a partial amount of the balance due in your Sales Desk Deals section.

Written by Ken Lane
Updated over a week ago

Learn how to create an invoice that reflects the remaining amount for any transaction.

Written by Ken Lane
Updated over a week ago

Need to document the status change in a Deal in your Dealer Technology Solutions system? Learn how to do so in seconds.

Written by Ken Lane
Updated over a week ago

Learn where and how to keep notes with associated Deals in your Sales Desk within your Deal Technology Solutions system.

Written by Ken Lane
Updated over a week ago

Learn how to properly and easily document a down payment or deposit in your Sales Desk system.

Written by Ken Lane
Updated over a week ago

Learn about this dealer-requested feature—allowing you to edit and account for shipping information on any transaction in seconds.

Written by Ken Lane
Updated over a week ago

Learn how to ensure accurate automatic Profit Analysis reports and how to locate them within your MLS Dealer Management System.

Written by Ken Lane
Updated over a week ago

Learn how to create deal jacket checklists to accompany all of your Deals in your My Little Salesman Dealer Management System.

Written by Ken Lane
Updated over a week ago

Learn how to integrate your DocuSign account with your My Little Salesman account to streamline document management of your deals.

Written by Ken Lane
Updated over a week ago

Learn how to turn the Deals section of your Sales Desk into a full-blown time-saving sales workbench—step-by-step.

Written by Ken Lane
Updated over a week ago