Create a trade case

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.

Add > Case > Trade

 

Select the Trade Business you're using from the dropdown.

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

Trade case creation modal

 

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

Select the + sign.

Add rolodex icon

 

Add the Business Name. Then, click Show Address and Contact information to fill out more details about this business.

Save.

Add rolodex entry modal

 

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.

Add item to Goods & Services

 

Make sure to sign so these financials appear in your accounting reports.

Sign Goods & Services

Learn more about signing Goods & Services.

 

To download an invoice, go to Standard Forms in the sidebar and click Trade invoice w/ logo.

Trade Invoice in Standard Forms

 

Add payments

Next, go to Payments & Adjustments. Select the funeral home (or trade business) as the Purchaser. 

Add Primary Purchaser

 

If the business does not appear in the dropdown, go to Contacts > Organizations.

Contacts > Organizations

 

Search for the funeral home or trade business.

Search and select contact

 

If they are listed, click on the entry and make sure Purchaser/Payer is checked.

Purchaser/Payer setting in Contact entry

 

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!

Add contact > Business

Learn more about managing your contacts.

 

Now, go back to the case and select the business from the Purchaser dropdown.

Add Primary Purchaser

 

From here, click Add transaction > Payment to log payment received on this case.

Add transaction dropdown

 

Need more information?

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