Finance

The Finance section is one of the most extensive sections in The Tradies App. From here you can create estimates, invoices and more fast and easy. All estimates and invoices can be sent out to clients form this section using The Tradies Apps email system.

The Finance section is made up of 7 different sections.

Estimates In the estimates section you can create detailed estimates and either save as a PDF or send directly to your client.

To create and Estimate click the "Create Estimate" button at the top right of your screen. From there you will be take to an estimates form to fill out. You can also export all estimates using the "Export Button".

Invoices

Use the invoices section to create and send invoices directly to your clients from with The Tradies App.

You have three choices for invoice type, standard invoice, recurring invoice and a time log invoice. You can create either one of these using the buttons located the the top right of the screen.

When creating your invoice you can either save it to send manually or click the save and send button which will email it to the client that you have chosen.

Recurring Invoice

Using the recurring invoice is great for any monthly or recurring payment you may be receiving. These are created in the same way that standard Invoices are created.

Payments

Payments show any payments that have been completed and made to your business, when an invoice is paid this is automatically updated to show in this payments section. You can also manually add payments.

Expenses

The expenses section automatically updates with any expenses your business may have such as wages, bonuses and other costs. You can also manually add expenses via the "Add Expense" button at the top right of your screen.

You can also add recurring expenses such as monthly subscriptions.