For UK distributors & wholesalers

Customer queried
a delivery
invoice?

Check what the invoice and delivery records actually show. Get the discrepancies, missing evidence and a practical next step in one review.

First suitable query reviewed free · Scope agreed by email · No call required

INVOICE REVIEWFictional example

ONE QUERY, EXPLAINED

10 cases invoiced.
8 reported received.

01
Invoice: 10 cases at £80

£800 invoiced in this fictional example

Action identified
02
Delivery note: signed

Received quantity is not recorded

Action identified
03
2 cases remain disputed

Check dispatch and delivery exceptions

Unknown
✓Every finding linked to its evidence.
Every gap made visible.
Start with one real query.01   Describe the issue02   Check the records03   Get a next step

SEE THE RESULT FIRST

Evidence, gaps
and a next step.

Open the worked delivery example to follow a quantity dispute from source records to a draft response. These shorter examples show other findings a review may return.

Invoice review

Sample company · three illustrative invoices

All records below are fictional
Action identified

Locate the agreed purchase order

What the record says
The example customer message asks for a PO reference before the invoice can be processed.
Evidence reference
Fictional customer message A · DEMO-001
Proposed next action
Ask the account owner to locate the agreed PO and confirm the correct invoice reference.
Action owner
To be confirmed by your finance team.

SMALL SCOPE. CLEAR OUTPUT.

One query.
No meeting required.

01 /

Describe the query

Tell us what the customer questioned, where the supporting records live and what you have already tried. A few sentences by email are enough. Leave out customer names and attachments.

02 /

Try one review

If the query fits, we agree a free review of one invoice and its relevant query and delivery records. We confirm the secure transfer method and delivery date before requesting documents.

03 /

Judge the result

Receive a human-reviewed summary of the facts, discrepancies, missing evidence and a draft next step. Reply by email; a call is optional. Choose a larger paid review only if it would help.

WHEN YOU NEED A LARGER REVIEW

Start small.
Expand if useful.

The first suitable query is reviewed free, with no commitment to further work. One invoice per business, with the scope agreed first.

Best suited to UK distributors and wholesalers with recurring invoice queries and an accessible set of supporting records.

For a recurring backlog, the paid pilot below covers a larger set of invoices.

FIXED-SCOPE INVOICE REVIEWOne-off pilot
£500total pilot fee
  • Up to 25 overdue invoices
  • One business division, two agreed source types
  • Balance reconciliation and source-linked findings
  • Missing information and proposed next actions
  • Written handover; a walkthrough if useful

Aim: delivery within five business days of receiving usable records. Timing and scope are confirmed before you commit. Any applicable tax is included in the quoted £500 total.

Ask about the £500 pilot

Scope agreed by email. No automatic charge or renewal.

BEFORE WE START

A few practical
questions.

Do I need to book a call or connect Xero?

No. Describe one query by email first. There is no accounting connection to set up, and calls are optional. A review uses only the relevant records agreed with you.

What does the free review include?

One suitable delivery-related invoice query per business, with the invoice and relevant query and delivery records. We agree scope and timing first. You receive a human-reviewed evidence summary, visible gaps and a draft next action. It is not an instant automated check, and there is no obligation to buy the larger pilot.

We already have accounting or credit-control software.

We start by checking what it already does. The pilot is useful only if your team still has to reconstruct invoice queries across records. If your current process already handles the work well, there may be no need for this review.

Will you chase our customers?

Your finance team keeps control of customer contact. The pilot provides evidence and proposed next actions. It does not include debtor contact, collection activity or a guarantee of payment.

What if the records don’t explain a blocker?

The report marks the reason as unknown and identifies what is missing. We won’t turn a missing document into a confident conclusion. We check a small example before agreeing the paid scope.

How do you handle our data?

Document uploads use a private, expiring link issued for your agreed review. Before either a free or paid review, we agree the necessary records, a secure transfer method, who may access them and when they will be deleted. Describe the query without attachments or customer-identifying information first.

Is there a subscription?

The first pilot is a one-off engagement. If there is a useful recurring job, we can discuss a separately scoped review. There is no automatic renewal.

START WITH ONE QUERY

What did the customer
question?

A quantity mismatch, missing delivery evidence or another delivery query? Tell us what happened and what you have already checked. We’ll reply by email to confirm whether a one-invoice review fits.

Please leave out customer names, invoice documents and other sensitive records at this stage.

IC

Describe your query

InvoiceCheq

Describe one query by email ↗

First replies may be automated. Review scope and timing are confirmed before work begins.

No call required.
No commitment to paid work.