Pay or Hold

How it works

The truck was short.The invoice was not.

Forward the purchase order and the invoice to your shop’s Pay or Hold address. App coming soon. Today, scan the packing slip from a saved link. We normally email the answer the same business day. If we can’t read a line clearly, we mark it Hold and say why.

Follow one bill

Example

Cedarwharf billed $441.60.Two trays never arrived.

The same check a bookkeeper does with a pencil. One price, $18.40. One short line.

  1. 01

    You already have the order

    The purchase order is in email or on the office desk. It names the part, how many, and the price. In this bill, both parts are $18.40. Forward it to your shop's Pay or Hold email address, or set your inbox to forward POs automatically.

    Cable tray12 × $18.40 $220.80
    End cap12 × $18.40 $220.80

    PO-1842 · Cedarwharf Metals · agreed total $441.60

  2. 02

    Photograph the slip on the dock

    App coming soon. Today, open the receiving link in the phone browser. No password on the dock. Take one photo. We read the PO number from the slip. The dock signed for 10 trays and all 12 end caps. Two trays stayed on the truck.

    Cable traySigned for 10
    End capSigned for 12

    Dock photo · signed the day it landed

  3. 03

    The invoice asks for the full order

    The invoice often arrives after the truck is gone. Forward the invoice when it arrives. We pair it with the PO and the slip for you. This one bills every tray and every end cap. The bill matches what you ordered. It does not match what the dock signed for.

    Cable trayBilled 12
    End capBilled 12

    Inv 3391 · billed $441.60

Cable tray

Hold $36.80

HOLD

Ordered 12. Received 10. Billed 12. Two trays × $18.40.

End cap

Pay $220.80

Ordered 12. Received 12. Billed 12. This line matches.

Pay now

Pay $404.80

Ten trays, $184.00, and every end cap, $220.80. Your bookkeeper still pays Cedarwharf from QuickBooks.

This answer arrives by email, normally the same business day. App notifications come when the app launches.

The dock does not wait for the office. The office does not guess what came off the truck.

You still write the check

Pay or Hold does not send money. Pay the lines that match. Ask the supplier about the dollars on hold.

QuickBooks stays the books

Inventory and job costing stay where they are. Pay or Hold is the check before the payment.

One shop, $99 a month

Includes up to 50 packing slips a month. Cancel anytime before your next month.