Commercial and billing
26 articles
- The Commercial overview
Where your money is, what is stuck between a finished job and cash, and what to do next, on one page.
- Contracts and measuring work
Set up the contract a client's work is delivered under, then measure the work done against its rates.
- Working the Measures board
Filter what needs deciding, hand measures on, decide in bulk and keep the conversation with the measure.
- Measuring a route or several jobs in one go
Find the jobs you worked, fill one grid of quantities and record them as a single measure.
- Rate cards, priced items and uplifts
Hold your priced work items per client, and name the rate bumps you actually charge.
- Client statements and exports for Xero, QuickBooks and Sage
Show a client what they owe, and hand your issued documents to your accounts package.
- Emailing a document and chasing overdue invoices
Email an issued document under your own name, and know when an invoice is late.
- Quoting from a measure and converting the quote to an invoice
Price the work on your letterhead before anyone agrees to it, then turn the accepted quote into the invoice.
- Marking paid, voiding, reopening and crediting an invoice
Record the money that arrived, cancel what was raised in error, and credit what the client should not pay.
- Raising an invoice from approved measures
Tick the approved work, check the draft, issue it — and every line traces back to a measure on a job.
- Document settings: your business, bank details, numbering, tax and design
Everything an invoice, application, quote or credit note prints, set once for the whole workspace.
- Deductions your client withholds
When a client keeps back a statutory deduction, print it on the invoice so their payment matches.
- Valuations, retention, variations and dayworks
Value the cumulative work on a contract for a period, hold retention, and roll in variations and dayworks.
- Applications for payment: from a valuation or from measures
Raise the application your client pays against, from a valuation or from approved measures.
- Expenses and reimbursements
File an expense with receipts, have the right person review it, and record repayment separately.
- Setting up your expense form
Choose what your expense form asks, in what words and order, and which categories it offers.
- Bills and suppliers
Record what the workspace owes — supplier invoices, hire, utilities, subcontractors — and when.
- What was withheld from subcontractors
Take the right deduction off a subcontractor's bill, and read what you withheld by payment date.
- Bills you know are coming
Set up rent, insurance or long-term hire once; Maliru drafts each bill before it falls due.
- Purchase orders: committing spend before the invoice
Record what you have ordered, send it to the supplier and see each invoice land against it.
- Checking a supplier's statement against your bills
Compare a supplier's statement with your bills: what never reached you, what differs, what they missed.
- Filing a delivery note or receipt from the phone
Photograph a docket against the job on site; the office decides which supplier account it belongs to.
- Paying a stack of bills and telling suppliers what it covered
Record one bank payment against many bills, take the schedule to the bank and tell each supplier.
- Service levels on a contract: priorities, response and fix targets
Hold a maintenance contract's promise in Maliru: how fast a call-out is answered and fixed, in the hours the contract says.
- The client's service report
What was due and what was done under a contract each month: planned visits, call-outs answered and fixed in time, and every missed target with its reason.
- The contract fee: a draft invoice each period
Bill a maintenance contract's fixed fee every month, quarter or year, with the planned visits done in the period listed as its schedule.