Overview

Complete sales order and invoicing management designed for waste operations. Generate quotes, convert to jobs, and automatically create invoices based on actual tonnages, trips, or agreed pricing. Integrates directly with job data and weighbridge point-of-sale transactions to eliminate double-entry and ensure accurate billing. Track outstanding payments, credit control, and customer account balances from one central system.

Key Capabilities

Quote Generation: Create professional quotes for services with customizable pricing models (per tonne, per trip, per hour)
Order Management: Convert accepted quotes to sales orders and link directly to job assignments
Automated Invoicing: Generate invoices automatically from completed jobs using actual weights, trips, and service records
Weighbridge POS Integration: Capture sales information from weighbridge point-of-sale transactions and flow directly into accounting software
Flexible Pricing Models: Support multiple pricing structures including fixed price, tonnage-based, trip-based, and time-based billing
Credit Control: Track invoice status, payment due dates, and overdue accounts with automated reminders
Customer Account Management: Monitor customer balances, payment history, and credit limits
Integration with Accounting Systems: Export invoices and payment data to Xero, QuickBooks, Sage, or other accounting platforms

Best For

Operations wanting to move away from separate invoicing software
Businesses needing accurate billing based on actual job data
Companies requiring tight integration between operations and finance
Operators managing complex pricing agreements with multiple customers

Sales & Invoicing

Overview

Key Capabilities

Best For

Want this configured for your operation?

Sales & Invoicing

Overview

Key Capabilities

Best For

Often Used Alongside This Module

Want this configured for your operation?