Settle a listing

Summary

Learn how to mark a listing as settled in Box+Dice and update purchaser and vendor details. Follow the required steps to ensure settlement information is recorded correctly.

Once a sale has been finalised, the listing must be marked as Settled in Box+Dice. This ensures the transaction status is updated and all relevant settlement details are recorded for reporting and record-keeping purposes.

To settle a listing:

• Go to: Sales and search for the listing
• Select the listing from the search results
• Click the Settle hyperlink within the transaction panel on the left

• Enter the Settlement Date
• Update the purchaser’s residential and postal address if needed
• Enter the vendor’s forwarding address

• Click Save

Updating purchaser and vendor details at settlement ensures accurate records for future communication and reporting.

Once saved, the listing status will be updated to Settled.

What's next?

Once a listing is marked as settled, its details can no longer be edited. This helps maintain the accuracy and integrity of finalised sales records.

If changes or updates are required to a settled listing, the listing must be reinstated, updated, and then settled again while preserving the original sales data.