LIVE DEMO
All customersAccount C-1067
CS
Trade account · Office and practice

Canal Street Medical Practice

Peterborough PE1·account since 2014·Stuart Crossley, Practice manager·rep Nadia Webb

Phones the order in, priced at List. 41% of its credit limit in use.

Last 3 weeks
Orders31 way in
Delivered£632ex VAT
Margin37.7%at their own prices
Owed£1,527nothing overdue
Applied to every order from Canal Street Medical Practice
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atList, full list priceNo contract prices. Never below the margin floor.Credit£1,527 of £3,750£2,223 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 byPhoneKeyed once by the order desk during the call; priced and checked as each line is typed.No portal login, and none needed.
DeliveredPallet carrier, WednesdaysNext: Wed 21 Oct if ordered by 15:00 today.
If a line is shortRing them first
Orders · last 3 weeks and booked ahead, every way in
3 orders
OrderReferenceDeliveryLinesValueStatus
SO-48279
Tue 13 Oct 08:13
Phoned by Stuart
Yesterday
Pallet, drop 2
3£67.90Invoiced
SO-48003
5 Oct 08:22
Phoned by Stuart
7 Oct
Pallet, drop 2
8£306.10Invoiced
SO-47826
29 Sep 10:02
Phoned by Stuart
30 Sep
Pallet, drop 3
6£258.20Invoiced
Their prices
What they buy, at their own rate today. List on every line.
ProductBoughtListTheir priceHowMargin
5£22.10£22.10List37.6%
Glass cleaner 750ml
GLC · 6 bottles
4£13.55£13.55List39.5%
Swing bin liner, White
SBL-W · 500 liners
4£24.95£24.95List37.5%
4£24.65£24.65List37.5%
3£34.40£34.40List37.5%
3£26.90£26.90List37.5%
Pedal bin liner, white
PBL · 1,000 liners
3£18.90£18.90List37.6%
Recycling sack, Green
RCY-G · 200 sacks
1£28.50£28.50List37.5%
Hand soap 500ml pump
SOAP-PU · 6 bottles
none£15.15£15.15List41.3%
Invoices
Posted to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-35270
14 Oct 2026
SO-48279£81.48Due 30 Nov
INV-35040
7 Oct 2026
SO-48003£367.32Due 30 Nov
INV-34800
30 Sep 2026
SO-47826£309.84Due 31 Oct
INV-34567
23 Sep 2026
Earlier order£322.71Due 31 Oct
INV-34331
16 Sep 2026
Earlier order£236.71Due 31 Oct
INV-34090
9 Sep 2026
Earlier order£208.88Due 31 Oct
INV-33602
26 Aug 2026
Earlier order£273.33Paid 2 Oct
INV-33365
19 Aug 2026
Earlier order£321.24Paid 2 Oct
INV-33121
12 Aug 2026
Earlier order£316.32Paid 6 Oct
INV-32877
5 Aug 2026
Earlier order£287.98Paid 1 Oct
INV-31916
8 Jul 2026
Earlier order£322.44Paid 4 Sep
Credit and balance
Credit control →
£1,526.94
owed on 6 invoices
Nothing overdue
Current£1,526.94
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)£1,527
Credit limit£3,750
Terms30 days end of month
41% of the limit in use
Chasing and payments
Paid £316.32 by card for 1 invoice
6 Oct 11:00 · Bank
Paid £594.57 by BACS for 2 invoices
2 Oct 13:26 · Bank
Paid £287.98 by BACS for 1 invoice
1 Oct 13:44 · Bank
Their usual order
9 lines, £233.75 ex VAT at their prices
Sent by phone most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day before
Canal Street Medical PracticePeterborough PE1 · 01632 960562Pallet carrier (next-day pallet) · WednesdaysNextWed 21 Oct
Contact
Orders contactStuart Crossley
RolePractice manager
Phone01632 960562
RepNadia Webb, on leave to Mon 19 Oct
Account since2014
Ways in, 3 weeksPhone