Order to cash,explained plainly.

Practical answers for wholesalers, agencies and finance teams on QuickBooks: taking orders, getting paid, handling deductions and keeping control.

• Order to cashHow to automate sales order entry from email into QuickBooks OnlineStop retyping customer purchase orders. How to turn emailed POs into checked sales orders and QuickBooks Online invoices, and what to look for in a tool.Read · 6 min
• Getting paidWhat is remittance advice? How to match customer payments to invoicesRemittance advice tells you which invoices a customer's payment covers. What it contains, the formats it arrives in, and how to apply one payment across many invoices.Read · 6 min
• Getting paidRetail deductions and chargebacks: how suppliers find, dispute and recover themWhen a retailer pays short, the difference is a deduction. The common types, why they're easy to miss, and a step-by-step process to review, dispute and recover them.Read · 7 min
• Getting paid2/10 net 30 explained: early-payment discounts, the math, and when to offer themWhat 2/10 net 30 means, how to work out the discount and due dates, what the discount is worth as an annual rate, and how to handle a discount taken late.Read · 5 min
• ControlsSeparation of duties for small finance teams: a practical guideHow small businesses can separate who enters, approves and pays, even with two or three people, and which controls matter most for invoices, bills and payments.Read · 5 min
• Order to cashCredit limits and credit holds for wholesalers: how to set and enforce themHow wholesale and distribution businesses set customer credit limits, what to count as exposure, when to hold an order, and how to release it without losing a good customer.Read · 5 min
• Getting paidRevenue leakage for wholesalers and agencies: where money slips between the order and the bankRevenue leakage is money you've earned but never bill or never collect. The seven places it hides for wholesalers and agencies, and how to find each one every week.Read · 7 min
• Getting paidShort payments: why customers pay less than the invoice, and how to collect the restA short payment is less than the invoice with nothing agreed to cover the gap. The usual reasons, how it differs from a deduction, and what to write to get the rest.Read · 6 min
• Inventory & costsHow to calculate cost of goods for printed apparel: blanks, print charges and misprintsThe cost of a printed piece is the blank plus printing, setup and freight spread over the good pieces. A worked example, misprints included, and the usual mistakes.Read · 7 min
• Agency billingAgency billing: retainers, overages and unbilled workHow agencies bill retainers, track hours against what they include, charge overages and change orders, mark up pass-through costs, and keep unbilled work from ageing.Read · 7 min
• Accounts payableAccounts payable automation for small businesses: from emailed bill to paidHow small businesses automate accounts payable: one address for bills, reading and duplicate checks, matching to purchase orders, two-person approval, posting and payment.Read · 6 min