View invoices
and outstanding balances.
See invoices, due dates and the outstanding balance from the customer record. Find the answer while they’re on the phone.
£436.80 outstanding. One paid invoice, one unpaid.
Customer management
Manage customer accounts
in one place.
Their prices, addresses, invoices and cylinders, all in one place. Give the office the information it needs every time a customer calls.
Customer records
View orders, invoices,
cylinders and rates.
Each customer record includes agreed prices, orders, invoices and cylinder holdings. These screenshots show The Kings Head demo account.
View invoices
Track orders
and delivery status.
See what the customer ordered and whether it’s been delivered. Where an order has been billed, open its linked invoice without searching elsewhere.
Orders, delivery status and invoice links in one view.
Track cylinders
held by the customer.
Track cylinders held by each customer, how long they’ve had them and the agreed hire rate. Set a billing cycle and book a collection when they need to come back.
10 propane cylinders on hire. Oldest held since 15 July.
Apply customer-specific
prices to orders.
Agree product prices for each customer. Bottle uses those rates on their orders, with your list price as the default for anything you haven’t changed.
19kg propane: £49.50 agreed, £54.00 list. Both ex VAT.
Account settings
Set addresses,
terms and retention rules.
Keep their delivery instructions, payment arrangements and data rules with the account.
Every delivery address
Keep multiple delivery addresses on one account. Choose where each order goes without splitting the customer’s history.
Customer payment terms
Set how each customer pays and how long they have to pay. Raise invoices automatically after delivery, with due dates based on their terms.
Automatic data retention
Set retention rules for inactive records. Get a warning before scheduled removal, or place a hold on records you need to keep.
Early access is open
Import your customer records.
Register your interest and tell us what you use today. Early access includes free implementation hours for setup and migration.