Money
Invoices that chase themselves.
The collections loop runs without you: invoice, reminder, statement run, auto-charge, credit stop, release. You only hear about it when a decision needs an owner, which is the point of having an offsider.
Invoices
Due dates that mean something.
Every invoice lands with a real due date read from that customer's terms: 7 days, 14, end of month, whatever you agreed when you shook hands. From there the chasing is automatic, per invoice, by name, not a vague monthly nudge.
The lots on every line end most disputes before they start.
Each line on the PDF shows the lot it drew from. When a chef queries Tuesday's brisket, you're both looking at the same pallet, the same kilos, the same price. Most "that's not what we got" calls end right there, before anyone digs out a docket.
- Due dates from terms. Set terms once per customer and every invoice dates itself. No mental arithmetic at the printer.
- Reminders per invoice. The reminder goes out the day an invoice tips overdue, naming the invoice, not just the customer.
- GST right per line. Fresh meat goes out GST-free, anything that shouldn't be doesn't, and the BAS takes care of itself.
Every line shows the pallet it came from.
Statement runs
Every account. One click. First of the month.
Statement day used to be an afternoon of printing, folding and hoping the right page went in the right envelope. Now it's a statement run: every account with a balance gets its statement, generated and sent in one go.
Statement day stops being a job.
Run it on the first, or whenever suits the shop. There's no list to maintain and nobody to miss: if an account owes money, it's in the run.
- Every account with a balance. One click covers the lot, from the biggest buying group to the cafe that owes $60.
- Same lot-coded lines. Each statement carries the invoices behind it, so a query is settled from the page, not the filing cabinet.
- Overdue flagged in the run. The accounts drifting past their terms stand out, which feeds the credit stop below.
Receipting
A $1,000 payment, posted like an accountant would post it.
Enter a payment against a pile of open invoices and Opsider applies it oldest-invoice-first, to the cent. No allocating by hand, no mystery part-payments, no "unapplied" bucket quietly growing in the corner of the ledger.
Oldest first, every time
The oldest invoice is settled before a cent touches a newer one, exactly like an accountant would post it. Anything left over becomes account credit that applies itself to the next invoice. No journal, no sticky note, no "remind me they're $40 in front".
Credit control
The awkward phone call happens once. Then never again.
You set the limit per account. Past it, Opsider switches on a credit stop by itself: new orders wait, whoever takes them sees exactly why, and the stop lifts the moment payment lands. Nobody has to be the bad guy on the phone, because the system already was.
Enforced at order time, not at month end.
- The limit is live. Portal, counter and phone orders all check it the moment the order is placed, not three weeks later when the invoice prints.
- Order Pilot respects it. A draft for a stopped account is parked and flagged, never created. It never overrides a stop, no matter how politely the email asks.
- Release is automatic. Payment lands, stop lifts, held orders flow again. No note taped to the counter, no list in anyone's head.
Auto-charge
Overdue invoices sweep to the stored card.
For customers who'd rather never think about it, keep a card on file and let Opsider do the rest. An invoice tips overdue, the card is charged, and the payment receipts oldest-first like any other. The reminder never needs sending.
That's the quiet end of the loop: the follow-up, the second follow-up, the "just checking this didn't land in spam". You stop being the collections department and go back to being a butcher, a fishmonger, a greengrocer.
The whole loop
Six steps. None of them yours.
From the moment an invoice exists, the loop runs on rails. Here it is end to end.
- Invoice lands with a real due date from that customer's terms.
- Reminder goes out the day it tips overdue. Per invoice, by name.
- Statement run covers every account in one click on the first.
- Auto-charge sweeps what's overdue to the stored card.
- Credit stop switches on past your threshold. New orders wait.
- Release follows the moment payment lands. Nobody rings twice.
Stop being the collections department.
Twenty minutes, your own numbers, no obligation.