All customersAccount C-1034
LH
Trade account · Office and practice
Lomas and Hale Accountants
Clifton NG11·account since 2011·Sam Bradley, Practice manager·rep Jo Kirk
Emails the order, priced at Band C. 38% of its credit limit in use.
Last 3 weeks
Orders31 way in
Delivered£440ex VAT
Margin33.4%at their own prices
Owed£847nothing overdue
Applied to every order from Lomas and Hale Accountants
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand C, 6% off listNo contract prices. Never below the margin floor.Credit£847 of £2,250£1,403 left before orders hold
Terms30 days end of monthInvoices post to Xero at 18:00 on the delivery day, from what was signed for. Nothing re-typed.
Orders byEmailOrder written in the email body; read and matched automatically.No portal login, and none needed.
DeliveredNottingham city, TuesdaysNext: Tue 20 Oct if ordered by 15:00 today.
If a line is shortSend what is there, back-order the rest
Orders · last 3 weeks and booked ahead, every way in
3 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48251 Mon 12 Oct 11:02 | Order for Tuesday | Tue 13 Oct City, drop 17 | 4 | £83.91 | Invoiced |
SO-47996 5 Oct 07:13 | Order for Tuesday | 6 Oct City, drop 20 | 3 | £81.07 | Invoiced |
SO-47779 28 Sep 11:04 | Order for Tuesday | 29 Sep City, drop 13 | 7 | £274.95 | Invoiced |
Their prices
What they buy, at their own rate today. Band C on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Kitchen roll, 2-ply KTR · 24 rolls | 4 | £17.45 | £16.40 | Band C | 33.5% |
Swing bin liner, White SBL-W · 500 liners | 4 | £24.95 | £23.45 | Band C | 33.5% |
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls | 4 | £24.65 | £23.17 | Band C | 33.5% |
Pedal bin liner, white PBL · 1,000 liners | 3 | £18.90 | £17.77 | Band C | 33.6% |
Facial tissues, cube box FTS · 24 boxes | 2 | £26.90 | £25.29 | Band C | 33.6% |
Hand sanitiser gel 70%, 500ml pump SAN-GP · 12 bottles | 2 | £28.90 | £24.45 | Offer | 28.4% |
C-fold hand towel, white 2-ply HTC · 2,400 sheets | 1 | £34.40 | £32.34 | Band C | 33.5% |
Blue roll, 2-ply centrefeed 150m BR2 · 6 rolls | none | £22.10 | £20.77 | Band C | 33.6% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35213 13 Oct 2026 | SO-48251 | £100.69 | Due 30 Nov |
INV-34976 6 Oct 2026 | SO-47996 | £97.28 | Due 30 Nov |
INV-34745 29 Sep 2026 | SO-47779 | £329.94 | Due 31 Oct |
INV-34273 15 Sep 2026 | Earlier order | £130.75 | Due 31 Oct |
INV-34027 8 Sep 2026 | Earlier order | £188.59 | Due 31 Oct |
INV-33543 25 Aug 2026 | Earlier order | £130.14 | Paid 9 Oct |
INV-33303 18 Aug 2026 | Earlier order | £164.34 | Paid 13 Oct |
INV-33057 11 Aug 2026 | Earlier order | £208.34 | Paid 13 Oct |
INV-32814 4 Aug 2026 | Earlier order | £210.88 | Paid 9 Oct |
INV-32576 28 Jul 2026 | Earlier order | £151.06 | Paid 11 Sep |
INV-32330 21 Jul 2026 | Earlier order | £157.92 | Paid 14 Sep |
INV-31850 7 Jul 2026 | Earlier order | £193.17 | Paid 15 Sep |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£847.25
owed on 5 invoices
Current£847.25
1 to 30 days over£0.00
31 to 60 days£0.00
61 to 90 days£0.00
Over 90 days£0.00
Open orders, not yet invoiced£0.00
Credit used (owed plus open)£847
Credit limit£2,250
Terms30 days end of month
38% of the limit in use
Chasing and payments
Paid £372.68 by cheque for 2 invoices
Tue 13 Oct 10:54 · Bank
Paid £341.02 by BACS for 2 invoices
Fri 9 Oct 10:36 · Bank
Their usual order
8 lines, £229.98 ex VAT at their prices
Toilet roll, 2-ply 320 sheetIn stock, £23.17 a case3 x£69.51C-fold hand towel, white 2-plyIn stock, £32.34 a case1 x£32.34Swing bin liner, WhiteIn stock, £23.45 a case1 x£23.45Pedal bin liner, whiteIn stock, £17.77 a case1 x£17.77Kitchen roll, 2-plyIn stock, £16.40 a case1 x£16.40Facial tissues, cube boxIn stock, £25.29 a case1 x£25.29Blue roll, 2-ply centrefeed 150mIn stock, £20.77 a case1 x£20.77Hand sanitiser gel 70%, 500ml pumpIn stock, £24.45 a case1 x£24.45
Sent by email most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day beforeLomas and Hale AccountantsClifton NG11 · 0115 496 0331Nottingham city, Truck 1 (7.5t) · TuesdaysNextTue 20 Oct
Contact
Orders contactSam Bradley
RolePractice manager
Phone0115 496 0331
RepJo Kirk
Account since2011
Ways in, 3 weeksEmail