Create a Trade Case

Use Trade Cases to keep track of trade work, including embalming, removals, and cremations.

Create a Trade Case:

To get started, select Create > Trade Case.

Similar to At-Need, the First and Last Name are required. Save!

 

Select the Trade Business you're using from the drop-down.

 

 

If the business is not available, you can add it to your Rolodex.

Select the + sign.

 

Add the Business Name and Save.

Check the box to Save to Organization Rolodex if this is a business you'll use again.

Add Goods & Services:

If your funeral home is the one providing the trade services, you can add Goods & Services to the contract.

 

Make sure to Sign so the transaction will appear on your accounting reports.

 

The Payments will be the same as At-Need except the funeral home (or trade business) will be the Purchaser. 

 

If the Business does not appear in the drop-down, go to Admin > Rolodex > Find the Trade Business.

 

Check the box for Purchaser/Payer and Save.

The business will now appear in the Purchaser drop-down.

 

 

Continue filling out any additional information.

Need More Information?:

Create a Trade Case in the Passare App

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!