/docs/modules/bill-of-sale
Bill of Sale
Close with paperwork that pulls dealership legal block from Settings — human review required.
Purpose
The Bill of Sale (BOS) packages buyer, seller, unit, price, tax, and disclosure references for Ontario-oriented independents. It helps desks print consistent deals; it is not a certified UCDA form replacement.
Setup
- Settings → Business — legal name, address, dealer licence, HST number.
- Inventory — known-damage disclosure complete on Active unit.
- Deal — all fees, trade, and taxes entered before BOS generate.
- E-sign optional (E-signatures).
Daily workflow
- Move deal to ready to close status.
- Generate BOS — preview all pages; verify VIN, odometer, sale price, HST.
- Manager review — especially on as-is and known-damage units.
- Print or e-sign — buyer and seller signatures captured.
- Archive — PDF stored on deal; audit trail logs generation event.
Key fields
| Block | Source |
|---|---|
| Seller business | Settings → Business |
| Buyer | Customer record on deal |
| Vehicle | Inventory VIN, year/make/model, odometer |
| Purchase price & HST | Deal structure |
| Disclosure refs | Inventory known-damage notes |
| We-owe / accessories | Deal lines |
Permissions
- Sales — draft BOS with manager approval gate (if configured).
- Manager / admin — final generate and void/regenerate.
- Read-only — view PDF only.
Canadian notes
- Ontario MVDA — known damage must be disclosed before sale; guards on Active inventory help but do not replace counsel.
- UCDA — FlashFender aligns field layout where possible; certified forms come from UCDA or your lawyer.
- BC VSA — see British Columbia compliance for provincial differences.