Brackwell Growth expansion - order form and paperwork
Email thread Brackwell Freight Ltd: documents · sales
Joanne Platt, Accounts Payable Manager, sets out what the Growth order form and invoices must show so she can match them to a purchase order. She asks whether the implementation fee is invoiced separately. No BB-Demo reply is in the thread.
What was said
What this says
Current to 10 Oct 26Joanne Platt, Accounts Payable Manager, sets out what the Growth order form and invoices must show so she can match them to a purchase order. She asks whether the implementation fee is invoiced separately. No BB-Demo reply is in the thread.
Ask: Joanne needs the total deal value stated clearly, the implementation fee and subscription shown separately, and the VAT on its own line. Every invoice must quote the purchase order reference.
Customer view: cooperative. She notes the Starter arrangement has been paid within terms and wants that to continue, but she "cannot release payment" on anything she cannot match.
Next: Tom Ashdown answers whether the implementation fee is invoiced separately, because that decides which purchase order it sits against.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 11 Nov 2024 15:27Hi both, Following the call with Liam last week, I wanted to get Joanne involved early so nothing comes as a surprise on the finance side. I've copied Owen Tallis, our VP Sales, as he'll be signing off on our side. Where we've got to: - You're on Starter today, with the licensed users you have now and an annual subscription that runs to 30 Nov 2024. - The plan is to expand to Growth, which would be set out on a new order form. The total deal value on that form covers the subscription and the one-off implementation fee, so it isn't an annual price on its own. I'll make sure the form shows the breakdown clearly. - We're aiming to have it signed by 18 Nov 2024, so the move lands before the current term ends. Joanne, if you can tell me what you need on the invoice to match it against your purchase order, and what VAT treatment you'd expect to see, I'll get that built into the form from the start rather than fixing it afterwards. Liam, anything you want to add on the teams being brought on? Best, Tom
Joanne Platt 12 Nov 2024 13:01Dear Tom, Thank you for copying me in. I can confirm that I have what I need to set this up once the paperwork is agreed. A few points from my side: - I will need the order form to state the total deal value clearly, with the implementation fee and the subscription shown separately, and the VAT line shown on its own. - Each invoice must quote the purchase order reference so that I can match it against the purchase order. I cannot release payment on anything I am unable to match. - Our existing Starter arrangement has been paid within terms and I would like that to continue. Once I have a correctly matched invoice, this will be on the next payment run, and I will send the remittance on the date I confirm. Could you also confirm whether the implementation fee will be invoiced separately from the subscription, or together? That affects which purchase order it sits against. Kind regards, Joanne On 11 Nov 2024, at 15:27, Tom Ashdown wrote: > Joanne, if you can tell me what you need on the invoice to match it against your purchase order, and what VAT treatment you'd expect to see, I'll get that built into the form from the start.