General Trade Invoicing Setups

Setting up Consolidated Invoicing Defaults

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Admin / Financial Maintenance / Trade Invoicing Setup

Admin / Financial Maintenance / Trade Invoicing - Pets Setup

If you are using consolidated trade invoicing:

Purpose:

1) Setting up defaults for how new trade customers will be setup. When you setup each trade customer you can override these defaults. 

2) Some setups here are for all consolidated trade invoices such as Starting Invoice Number, Remit To information and letter body.

Note: this screen auto saves the setups as you enter them

 

If you are using case-by-case trade invoicing

Purpose:

Setting up if you want your case-by-case trade invoice to include a report of cremations done. If you say Yes then when you run the invoice you will be prompted for the cremation report dates to include after the invoice.

Setting up Trade Customers

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Admin / Financial Maintenance / Trade Customers

Purpose:

You must setup details about each trade customer here see the article Trade Customers for more detail about that.