You can make a Bill of Sale in two ways. You can convert an existing quote into a bill of sale or you can directly make one. To make a bill of sale directly, select the vehicle you want to sell and click the ‘make a sale’ button in the main window. To convert a quote into a bill of sale click the ‘Quotes/Bills of Sale’ button in the main window. A list of existing quotes and bills of sale will be displayed. Select the quote you want to convert into bill of sale and click the ‘make bill of sale’ button. Both will open up the bill of sale window.

Type in all the information in different tabs in the window.

There are six tabs: Purchaser’s Information, Vehicle Information, Insurance Information, Guaranty/Warranty, Vehicle to be Traded-in and Terms of Financing.

In case of new vehicle bill of sale, the tab will show ‘extended warranty’ instead of ‘guaranty/warranty’.

Select each tab and type in the required information. Some boxes will be automatically filled with available information. Type in required information in other boxes below the tabs. Enter the vehicle price and other charges in the “Terms of Settlement” portion. After entering all the required information press the calculate button to perform calculations such as taxes, total amount due etc. Use the loan calculator to calculate monthly payments and number of payments. The results would be displayed in respective boxes. Enter the salesperson’s name and registration number. Press Save button to save the bill of sale and Print button to take a print out.

If it is a New Vehicle Bill of Sale you have to fill in the “BASIC VEHICLE AND OPTIONS” part of the form.

Type in basic vehicle price (MSRP), options (MSRP), pre-delivery expense and discount. To add options type in the option description and price in the respective boxes and click the add button. It will be added to the list and the total sale price will be automatically updated.

Note: You can make many quotes for the same vehicle; but only one bill of sale is possible for a vehicle.