New Freeform Invoice

• To access the Invoice module, navigate to the main lefthand menu and open the module Invoices.
• Create a freeform invoice, click the + New Invoice button then select Freeform Invoice.
• By clicking the customer field a drop-down will appear with the option to select a customer for the invoice. Click on the text box within the Compiled Work Completed section to add in the service information. 
• Ensure you save, then use the Next Step buttons to navigate through Materials, Labour, Equipment, and Additional Charges. 
  • Materials: Add materials by clicking the + Add Material button. You can make changes to a material by clicking Edit and delete it by clicking the trash icon.
  • Labour: Add labour by clicking the + Add Labour Line button then enter the labour type and number of hours.
  • Equipment: Add by clicking the + Add Equipment button then selecting the pieces used.
  • Additional Charges: Add additional charges by clicking the + Add Additional Charge button.
• When finalizing you can change or add any additional details to the invoice including toggling on partial payment, charging HST, and the amount due. 
• Use the ATTN field to add a name to whom the invoice should be directed.
• When complete click Finalize Invoice. Once finalized you can send out your invoice directly from Tradetraks or select Mark Invoice as Sent if sent outside of Tradetraks.