Invoices

  • Adding Payments

    Payments Payments can be taken on Trade Trak by entering them manually, or by linking your Stripe account to allow for automatic credit card transactions. You can manually record payments via credit card, EFTPOS, cash, cheque and bank transfer. Accessing Invoices You can add payments to any ...
  • Changing Invoice Status

    Changing Invoice Status There is only one way that you can change the status of your invoices on Trade Trak. When you initially create an invoice, you are not given the option to set the status and you are not able to edit it post creation. To change the status, select the invoice you would l...
  • Create an Invoice

    Create an Invoice Note: You need to have created and approved a quote for your job before you're able to create an invoice Once you have created a quote for a job on Trade Trak, invoicing is a simple and hassle-free process. To begin, from the dashboard click on the ‘Invoices’ module. On...
  • Invoicing for "Do and Charge" Jobs

    At this time, Trade Trak doesn’t have a “Do and Charge” function, but there are ways that you can work around this. Timesheets Users add their hours to timesheets each day. You can learn how to add your entries here. This can be partially automated using the “sign on” function - if your work...