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  Add > Trade Case.

To get started, select  Add > Trade Case.

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

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

 

using the trade case pop-up, choose the trade business you want to work from and complete the first and last name fields

 

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

Select the + sign.

add to the rolodex by selecting the blue plus sign button

Add the Business Name and Save.

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

Add Rolodex entry fields

Add goods and services

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

Goods & Services page

 

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

Sign section

 

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

 

If the Business does not appear in the drop-down, go to Contacts

If the Business does not appear in the drop-down, go to Contacts

Contacts > Businesses > Find the Trade Business.

Contacts > Businesses > 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.

Be sure to Save when finished.

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.