All customersAccount C-1239
WS
Trade account · Office and practice
Whitlock and Shore Estate Agents
Shirebrook NG20·account since 2026·Amanda Ellis, Practice manager·rep Nadia Webb
Emails the order, priced at Band C. 60% of its credit limit in use.
Last 3 weeks
Orders42 ways in
Delivered£657ex VAT
Margin33.3%at their own prices
Owed£3,167£1,229 overdue
Applied to every order from Whitlock and Shore Estate Agents
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£3,167 of £5,250£2,083 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.
DeliveredMansfield and north, Tuesdays and WednesdaysNext: Tue 20 Oct if ordered by 15:00 today.
If a line is shortSwap to the agreed alternative
Orders · last 3 weeks and booked ahead, every way in
4 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48315 Tue 13 Oct 12:05 | Order for Wednesday | Yesterday Mansfield, drop 12 | 5 | £137.10 | Invoiced |
SO-48009 5 Oct 08:50 | Order for Tuesday | 6 Oct Mansfield, drop 10 | 6 | £215.31 | Invoiced |
SO-47792 28 Sep 12:58 | Order sheet | 29 Sep Mansfield, drop 6 | 3 | £149.60 | Invoiced |
SO-47755 28 Sep 07:06 | Order for Wednesday | 30 Sep Mansfield, drop 11 | 3 | £155.23 | Invoiced |
Their prices
What they buy, at their own rate today. Band C on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Vending cup 7oz, white CUP-VN · 3,000 cups | 7 | £52.80 | £49.63 | Band C | 33.5% |
Kitchen roll, 2-ply KTR · 24 rolls | 4 | £17.45 | £16.40 | Band C | 33.5% |
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls | 4 | £24.65 | £23.17 | Band C | 33.5% |
Hand sanitiser gel 70%, 500ml pump SAN-GP · 12 bottles | 3 | £28.90 | £24.45 | Offer | 28.4% |
Swing bin liner, White SBL-W · 500 liners | 2 | £24.95 | £23.45 | Band C | 33.5% |
Washing up liquid concentrate 5L WUL · 2 x 5L | 2 | £15.20 | £14.29 | Band C | 35.6% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35309 14 Oct 2026 | SO-48315 | £164.52 | Due 30 Nov |
INV-35025 6 Oct 2026 | SO-48009 | £258.37 | Due 30 Nov |
INV-34841 30 Sep 2026 | SO-47755 | £186.28 | Due 31 Oct |
INV-34781 29 Sep 2026 | SO-47792 | £179.52 | Due 31 Oct |
INV-34607 23 Sep 2026 | Earlier order | £224.26 | Due 31 Oct |
INV-34549 22 Sep 2026 | Earlier order | £239.93 | Due 31 Oct |
INV-34375 16 Sep 2026 | Earlier order | £254.24 | Due 31 Oct |
INV-34133 9 Sep 2026 | Earlier order | £198.30 | Due 31 Oct |
INV-34072 8 Sep 2026 | Earlier order | £233.02 | Due 31 Oct |
INV-33641 26 Aug 2026 | Earlier order | £143.34 | 15 days over |
INV-33585 25 Aug 2026 | Earlier order | £237.46 | 15 days over |
INV-33348 18 Aug 2026 | Earlier order | £239.74 | 15 days over |
INV-33162 12 Aug 2026 | Earlier order | £169.35 | 15 days over |
INV-33102 11 Aug 2026 | Earlier order | £218.58 | 15 days over |
INV-32857 4 Aug 2026 | Earlier order | £220.34 | 15 days over |
INV-32680 29 Jul 2026 | Earlier order | £198.78 | Paid 25 Sep |
INV-32619 28 Jul 2026 | Earlier order | £157.59 | Paid 18 Sep |
INV-32435 22 Jul 2026 | Earlier order | £171.34 | Paid 23 Sep |
INV-32373 21 Jul 2026 | Earlier order | £239.37 | Paid 23 Sep |
INV-32197 15 Jul 2026 | Earlier order | £212.53 | Paid 21 Sep |
INV-32139 14 Jul 2026 | Earlier order | £177.15 | Paid 18 Sep |
INV-31959 8 Jul 2026 | Earlier order | £208.83 | Paid 21 Sep |
INV-31896 7 Jul 2026 | Earlier order | £179.01 | Paid 25 Sep |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£3,167.25
owed on 15 invoices
Current£1,938.44
1 to 30 days over£1,228.81
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)£3,167
Credit limit£5,250
Terms30 days end of month
60% of the limit in use
Chasing and payments
Statement emailed showing everything overdue
Yesterday 07:00 · Auto
Reminder emailed with a copy of INV-32857
7 Oct 07:00 · Auto
Paid £377.79 by BACS for 2 invoices
25 Sep 13:49 · Bank
Their usual order
6 lines, £151.39 ex VAT at their prices
Toilet roll, 2-ply 320 sheetIn stock, £23.17 a case1 x£23.17Vending cup 7oz, whiteIn stock, £49.63 a case1 x£49.63Swing bin liner, WhiteIn stock, £23.45 a case1 x£23.45Kitchen roll, 2-plyIn stock, £16.40 a case1 x£16.40Washing up liquid concentrate 5LIn stock, £14.29 a case1 x£14.29Hand 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 beforeWhitlock and Shore Estate AgentsShirebrook NG20 · 01632 960866Mansfield and north, Van 3 · Tuesdays and WednesdaysNextTue 20 Oct
Contact
Orders contactAmanda Ellis
RolePractice manager
Phone01632 960866
RepNadia Webb, on leave to Mon 19 Oct
Account since2026
Ways in, 3 weeksEmail, Fax