Use trade cases to record any trade work like embalming, removals, and cremations.
Create a trade case
To get started, select Add > Case > Trade Case.
Select the Trade Business you're using from the dropdown.
Similar to At-Need, the First and Last Name are required. Then click Create.
If the business is not available, you can add it to your Contacts.
Select the + sign.
Add the Business Name. Then, click Show Address and Contact information to fill out more details about this business.
Save.
Add goods & services
If you have provided services to another funeral home, add those items to Goods & Services. This will allow you to generate an invoice to send them.
Click on Goods & Services from the case menu.
Search and select items to add to the contract.
Make sure to sign so these financials appear in your accounting reports.
Learn more about signing Goods & Services.
To download an invoice, go to Standard Forms in the sidebar and click Trade invoice w/ logo.
Add payments
Next, go to Payments & Adjustments. Select the funeral home (or trade business) as the Purchaser.
If the business does not appear in the dropdown, go to Contacts > Organizations.
Search for the funeral home or trade business.
If they are listed, click on the entry and make sure Purchaser/Payer is checked.
If they are not in your contacts, add them by clicking Add contact > Business.
Fill out their details and make sure to check the Purchaser/Payer box!
Learn more about managing your contacts.
Now, go back to the case and select the business from the Purchaser dropdown.
From here, click Add transaction > Payment to log payment received on this case.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.