Billing the shipments that never became an invoice
Money leaves through the dock door. A partial goes out on a shipper, the balance follows three weeks later, and only one of the two ever reaches the invoice run because the second one closed the line. Nothing errors. Freight billed to you sits on the job with no matching charge on the sale. An expedite agreed by phone is added to nothing. The check is a list of shipper lines with nothing invoiced against them, sorted by age, and it earns most while the customer still remembers agreeing to the extra.
The quote was built against one revision and the drawing in the operator hand is another, which is the defect this sector is built around.
A request to quote arrives as an archive of geometry files and drawings, or as a line in a customer portal, or as a scan. An estimator opens each one, decomposes the part into operations mentally, estimates setup and run times, and emails suppliers for material pricing before typing a number into a spreadsheet.
- JobBOSS2
- QuickBooks Online
- Epicor Kinetic
When this is the wrong thing to build
Pick something else if you invoice from the shipper automatically the moment it posts, with no partials and no charges added after the fact. The gap this closes lives in shops that ship short or agree to extra operations by phone. If every order ships complete once, there is nothing here to find.
The constraint that shapes it
Quality certification is the constraint that shapes everything here. More on how this sector works.
No alarm goes off when a thing simply stops arriving. Read what this shape is, or start from one of these.
- Noticing that an agent licence has quietly lapsed
- Watching an MLS feed for the day it goes quiet
- Catching a lapse date nobody put on a calendar
- Closing the registration window before it closes you
- Scheduling the visits a membership already promised
- Closing the permit that never got its final inspection
- How do I find shipments that were never invoiced?
- Why does a partial shipment balance never get billed?
- How do I bill expedite freight back to the customer on a job?
- How do I catch extra operations agreed verbally but never charged?
- What report shows job costs with no matching sale?
Back to manufacturing, or see how this is priced and scoped.