Articles for service business owners

 

New in YTB: Invoice for materials

7th July 2014

Some enhancements to your material lists this week in YourTradeBase. We’ve made the following changes to help you display your material prices, markup your costs easily and invoice for the materials you’ve used:

Display materials on your printed paperwork

Display Options for paperwork have been updated to allow you to choose to display:

Screen Shot 2014-07-07 at 08.42.21 Just enter your materials, and check the options that you want from Display Options to see how this looks on your paperwork. YourTradeBase will remember your settings and automatically apply them to the next quote or invoice you create. Screen Shot 2014-07-07 at 08.45.37

Add your markup to your materials

We’ve heard from a lot of users that marking up their materials would be very helpful – so we’re very pleased to announce you can now apply a markup % to the materials you quote or invoice for. It’s very easy to use – simply enter a % against the materials you want to markup and we’ll calculate the rest for you! Screen Shot 2014-07-07 at 08.48.54 You can also set your own default markup % in your settings:

Your default markup % will then be applied to any materials you add (unless you choose to change the percentage)

Invoice for materials

Screen Shot 2014-07-07 at 08.49.26 We’ve also extended your materials list so you can use them in your invoicing, too. Just like materials when quoting for work, you can now:

Let us know what you think…

We’re very proud to listen to our users and build new features based on what you need to work smarter. We’d love to hear your thoughts on these changes – or any other changes you’d like to see! Get in touch from within YourTradeBase (click the green help tab to email or live chat with us) or email us at helpdesk@yourtradebase.com


About the author

Adam Austin is the CEO & Co-founder of YourTradeBase.com - The easy way for service businesses to save hours on admin and paperwork.


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