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Trade Module

Use the Trade module to manage invoices, payments, checks, vouchers, and bank records.

Summary

The Trade section is the financial workflow center of CTB Admin. Use it to create invoices, record payments, manage checks, and track bank-related activity.

What you can do in this section

  • Create and edit invoices.
  • Record payments and link them to checks when needed.
  • Track checks through their lifecycle.
  • Record vouchers for finance entries that are not invoices.
  • Maintain bank account records.

Module structure

Module Purpose
Invoices Manage client billing and delivery documents.
Payments Record money received or paid out.
Checks Track physical checks and their status.
Vouchers Record non-invoice financial transactions.
Banks Maintain bank account records for finance workflows.

Typical workflow

  1. Create the invoice or voucher.
  2. Record the related payment when money is received or paid.
  3. Link checks when the transaction uses a bank check.
  4. Review the detail page and report pages for follow-up.
  • Business - Provides the client and vendor records used in Trade.
  • Factory - Supplies products and materials that appear in invoices.