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 in...

• 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 li...

• 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 'Finance' menu at the top o...

• Invoicing for "Do and Charge" Jobs

  Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch wi...