Invoice Details

Locate any customer by:

Name, Postcode, or any line of their address. Fast, easy entry of your customer details.

Enter their details once and you then have access to any customers records within seconds. Enter addresses, multiple email addresses, telephone numbers, agreed hourly rates etc. TRADESBase Pro automatically updates each customers last invoice date plus chart / graph analysis for the last 12 months invoicing.

You can use the customer details screen to record as much or as little detail as you wish. There's a 'Quick note' area where you can record any special details or instructions you have from this customer. When your customer contacts you, within seconds you will have access to all the previous invoices, jobs etc - no more trying to rack your brain on 'what did you do - when did you do it - and how much did you do it for'

Labour rates and customer quick notes

You can give each customer an individual labour rate and any stock discount that you might want to offer. Both these can be adjusted at the point you create the invoice. You can make general notes on any customers specific requirements in the 'Quick notes' screen.