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Trade Transactions

How to address appointments and services that are being performed for trade.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

Overview

There are several ways to address appointments and services that are being performed for trade. How these transactions are finalized depends on if the service provider should be paid or not.

Scenario 1: Service Provider Receives Pay

When a service provider performs a trade service that they should be paid for, all services should be left at full price but paid for via the 'Other' payment method with a note of the trade. This is done so that in reports, the correct commission is calculated. The 'Other' payment appears itemized in the Sales Summary report, showing that the appointment was paid via trade. It's good practice to add a 'Trade Client' tag or note on the appointment to indicate that it's a trade transaction.

Scenario 2: Service Provider Does Not Receive Pay

When a service provider performs a trade service that they should not be paid for, all trade services should be adjusted to $0 and closed out. In reports, no commission is calculated. It's good practice to add a 'Trade Client' tag or note on the appointment to indicate that it's a trade transaction.

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