Wexmoor Property Group / BB-Demo – Check In
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Wexmoor Property Group: documents · 2026-05-21 16:15
Greg Haskins cannot pay the £50,000 subscription invoice because it has no PO and is addressed to the group, not the paying entity. Rachel Dunmore will reissue it once the entity name, address and PO arrive; the amount matches the executed order form.
What was said
What this says
Current to 11 Oct 26Greg Haskins cannot pay the £50,000 subscription invoice because it has no PO and is addressed to the group, not the paying entity. Rachel Dunmore will reissue it once the entity name, address and PO arrive; the amount matches the executed order form.
What happened: Wexmoor's controller and payables supervisor explained why the invoice was unpaid: no PO number and the wrong billed-to entity.
Cause: Rachel raised it to Wexmoor Property Group from the deal record, as the order form names the group, and no PO had been provided. Wexmoor pays through the management company.
Resolution: Greg is to email the entity name, address and PO number. Rachel will reissue at £50,000, cancel the original and hold reminders, and Lorena Diaz will match and release it in the next run.
Commercial: the amount was confirmed as £50,000 per the executed order form, so this is a billing correction, not a dispute or a value question.
Watch: Lorena will not pay from a reminder alone, so the reissue must carry the PO and the right entity.
Themes
Current to 9 Oct 26Theme
Invoice reissue and PO
Importance
neutral
Sentiment
neutral
Voice
unknown
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Greg Haskins to email the entity name, billing address and PO number, copying Lorena Diaz.
- Rachel Dunmore to reissue at £50,000, cancel the original and hold reminders.
- Lorena Diaz to match the invoice to the PO and release it in the next payment run.
Risks
Current to 9 Oct 26- The invoice stays unpaid until the paying entity and PO are on a reissued invoice.
- Automatic reminders could reach Wexmoor leadership while the correction is in flight.
- The mismatch between the contracting group and the paying entity could affect later invoices.
Opportunities
Not yet analysedThe opportunities of object_read:call_010_015 are empty: the record found none.
Transcript
Jordan Pike NoneHey everyone, can you all hear me? Greg, Lorena, thanks for joining. Rachel's on from our side too.
Greg Haskins NoneI can hear you fine. Lorena, you're muted, I think.
Lorena Diaz NoneSorry. Hello. Can you hear me now?
Rachel Dunmore NoneYes, we can hear you. Hello both.- Jordan Pike NoneGreat. Quick one-line agenda: get the open invoice sorted so it can be paid. And a time check, we've got about half an hour, so let's keep it tight. Greg, I think you wanted to start.
- Greg Haskins NoneYeah. Let me say what's blocking payment so we're all looking at the same thing. We can't pay it. It doesn't have a PO on it, and it's not addressed to the entity that actually pays. We need a PO on every invoice, that's not me being difficult, that's how our controls work. Which entity is this billed to? That's my question to Rachel.
- Rachel Dunmore NoneUnderstood. I will be brief and procedural. There is one invoice for the annual subscription, for £50,000. It was raised to Wexmoor Property Group, as the order form names the group. For your records, I raised it from our deal record, and no PO number was on it, because none had been provided to us.
- Lorena Diaz NoneI'm unable to locate this invoice in my queue under the management company. It came in addressed to the group. It needs to be addressed to the paying entity. Please provide the PO number on the reissue.
- Rachel Dunmore NoneLorena, to be clear, I cannot provide the PO number. It has to come from you. Could you confirm the PO number?
- Lorena Diaz NoneOh. Yes, sorry. That's for Greg. The PO sits with his team, not payables.
- Greg Haskins NoneRight, that's on us. There is a PO. It was raised when the deal was signed, back in February. I don't have it in front of me right now. I'll pull it up and email it to Rachel straight after this call. Lorena, copy you.
- Jordan Pike NoneThat works. To be transparent, I think the original problem is that we sent it to the name on the contract, and your payables sit under a different entity. That's a gap between how the contract was signed and how you pay. Nobody did anything wrong, it just didn't line up.
- Greg Haskins NoneYeah. Let's get this squared away. The contract is with the group, the cheques, well, the payments, come out of the management company. We've had this with other suppliers. It's a known quirk.
- Rachel Dunmore NoneThen I need two things from you, Greg, in writing. The exact legal name of the paying entity, and its billing address as it should appear on the invoice. And the PO number. Please can you confirm both by email?
- Greg Haskins NoneSure. I'll send you the entity name exactly as it's registered and the address, and the PO. All in one email. Give me, what, ten minutes after we hang up.
- Rachel Dunmore NoneThank you. As soon as I have that, I will reissue the invoice today, with the PO number and the correct entity. The original will be cancelled so that there is no duplicate in your system.
- Lorena Diaz NonePlease make sure the original is cancelled, not just credited. Otherwise it stays in my queue and I get two.
- Rachel Dunmore NoneUnderstood. It will be cancelled and replaced, not left open. I will say that on the new invoice, for your records, so the link to the original is visible.
- Greg Haskins NoneGood. That helps with the audit trail. One thing, though. It's been showing as overdue on your side, I assume. Is anyone going to be sending us reminders or penalties or anything while this is in flight?
- Rachel Dunmore NoneReminders are automatic until the invoice is replaced. I will place a hold on them on our side today, once I have raised the new one. I am not able to waive anything or agree a credit note, that would need the CFO's sign-off, and I do not expect it to be needed. It is a correction, not a dispute.
- Greg Haskins NoneThat's fine. I'm not asking for a credit. I just don't want somebody on your side emailing my boss.
- Jordan Pike NoneAnd that's on me too. If anything lands with your leadership, Greg, you call me directly. I'd rather hear it from you first. What would make this a yes for you on the payment side, once it's reissued?
- Greg Haskins NoneRight entity, PO on it, a clean invoice with no strings. Lorena matches it to the PO, and it goes into the next payment run. That's it.
- Lorena Diaz NoneYes. If it matches the vendor record and the PO, I can release it. I won't pay from a reminder alone.
- Rachel Dunmore NoneUnderstood. One further question, Lorena. Is our vendor record correct as it stands? I would like to avoid a second rejection.
- Lorena Diaz NoneI'll check it now. One moment. Yes, the vendor record is there. The remit-to details look right. It's only the billed-to entity that was the problem.
- Rachel Dunmore NoneGood. Then that is the only change. To confirm the actions. One: Greg emails the entity name, address and PO number to me, copying Lorena. Two: I reissue the invoice today at £50,000, cancelling the original. Three: I place the reminders on hold. Four: Lorena matches it and releases it in the next run. Any corrections?
- Greg Haskins NoneNo. That's it. Although, hold on, one question, and I know it's not Rachel's side. Jordan, is the amount the same as the order form? I want the PO and the invoice to match to the penny.
- Jordan Pike NoneYes. The order form is for £50,000 a year, and that's what's invoiced. No change. Rachel can confirm.
- Rachel Dunmore NoneConfirmed. £50,000, as per the executed order form. I do not round amounts, so you will see the figure exactly as signed.
- Greg Haskins NoneGreat. Then we're good. I'll send that email now rather than after the call, if you don't mind me dropping off.
- Jordan Pike NoneGo for it, Greg. Appreciate you getting pulled into this. Lorena, thank you too.
- Lorena Diaz NoneThank you. I'll watch for the new invoice.
- Rachel Dunmore NoneThank you both. Kind regards. I will confirm by email once it has been issued.
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