Trade Customers and Trade Invoicing
Trade Customers are businesses for whom you perform Trade Services or Trade Cremations. They are business-to-business relationships such as vet clinics or other funeral homes.
- Trade Customer Center: QuickBooks Integration
- Trade Customer Center
- General Trade Invoicing Setups
- Setting up Each Trade Customer
- Setting Up Partner Portal Access
- Setting Up Partner Portal Forms
- Partner Portal Routes
- Setting Up Partner Portal Messages
- Setting Up Trade Invoice Manual Line Items
- Transaction: Trade Customer Activity Screen
- Trade Invoices Case-by-Case
- Add Trade Payments Case-By-Case