Turning work into an invoice is covered in How Invoices work in LoadSnap. This one is about everything around it: how a price gets onto a job in the first place, and what happens when the money comes back in pieces.
Rate cards
You can hold agreed rates per customer, per container and per waste code, so the price is on the job before anybody thinks about it.
When a rate card is used on a contract, the rates are copied onto that contract as they stood on the day. Putting your prices up next year does not quietly rewrite what an old job should have cost.
Surcharges and the other charges
These are priced onto the job automatically and each appears as its own line on the invoice, rather than being buried in one number the customer will ring up about.
Surcharges against a particular waste code, for the materials that cost you more to get rid of.
Named additional charges for the things that come up: a wasted journey, an overweight load, a permit.
A minimum charge, so a small job does not go out below cost.
Day rates and free days on a container, so a skip left on site for three weeks is charged for properly.
Purchase order numbers
A purchase order number put on a quote carries through to the job and onto the invoice. Customers who will not pay an invoice without their own reference on it are the reason this exists.
VAT and nominal codes
You use your own nominal and tax codes rather than ours. VAT respects zero rated lines and businesses that are not VAT registered, instead of assuming 20 percent on everything.
Getting paid, including in pieces
Customers can pay by card through Stripe from the invoice itself. BACS and cash are recorded against the invoice as they come in, so an invoice settled in two instalments reads as partly paid rather than as still owing in full.
Credit notes are raised against an invoice when you need to put something right.
Chasing what is owed
Overdue invoices are surfaced rather than left for somebody to notice, and chased.
And then your accountant
Export in Sage, Xero or QuickBooks format with your own nominal and tax codes on it. That is a file export rather than a live connection: LoadSnap does the day to day waste billing and hands the ledger over. The nominal ledger, purchase ledger, bank reconciliation, VAT returns and year end stay in your accounts package.
Related: How Invoices work in LoadSnap. How to raise and send an invoice. Exporting to Sage, Xero and QuickBooks.