Billing, collections and accounting
Follow the completed work into billing review.
A useful billing workflow lets the office explain a charge from the underlying rental and service records. TossDock Pro brings billing into the operator workspace for qualified large-scale companies. Explore the working demo, then define the rates, approvals and provider connections your deployment must support.
Establish the agreed charge basis
Review the customer agreement, rental period and applicable rates before assessing a draft. Delivery and pickup, included days, additional days, disposal charges and adjustments may follow different rules. Decide which records support each item and who can approve an exception. Confirm the required tax treatment with the operator’s responsible adviser.
- Separate the agreed rate from an estimate or unapproved adjustment.
- Identify the evidence required for any additional charge.
Keep supporting records available for review
The office should be able to trace a questioned charge to the relevant service, date or supporting ticket. Work through incomplete evidence and customer disputes before launch. Agree who investigates, who can change a draft and how the final decision is recorded so the next reviewer understands what happened.
Distinguish a draft, an invoice and a payment
These are different states with different consequences. Preparing a charge does not send it to a customer, and issuing an invoice does not mean money has settled. During assessment, inspect the status shown at each step and define the approval required before a workflow creates an external financial action.
Reconcile each configured connection
Payment processing and accounting depend on configured providers, operator authorization and acceptance testing. Test successful activity and failed requests, including how a retry is handled. Confirm who resolves a mismatch between the operating record, processor and accounting system. QuickBooks and other financial connections require launch verification; public screens do not prove an active integration.
Prepare the conversation
Prepare a billing assessment
Describe the rules and exceptions your office uses. Use anonymized examples until detailed data access has been agreed.
- Rate structures, included rental periods and common additional charges.
- Billing frequency, account terms and approval responsibilities.
- How tickets, completed services and adjustments reach the office.
- Required accounting and payment providers, reconciliation owners and unresolved edge cases.
Use this in an evaluation
Review exercise: a customer questions an extra day
Use an example rental with a changed pickup date. Ask the office to explain the draft using the agreed terms, actual service information and any approved adjustment. The purpose is to establish an understandable review process before invoices or payment actions are enabled.
- Locate the agreement and the date evidence supporting the draft.
- Identify any missing record or disputed service event.
- Confirm the reviewer, approved result and next customer-facing step.
Common questions
Are payments and accounting live in the public demo?
The public demo uses demonstration records. Providers, credentials and financial workflows require configuration and acceptance for the operator. Read the capability status page before treating a screen as an active connection.
Will TossDock decide which extra fees we can charge?
Charges must follow the operator’s agreed terms and applicable requirements. Software calculations and draft records support review; they do not establish the right to charge a customer.
What should financial acceptance include?
Define a representative set of invoices, adjustments and payment outcomes, plus failure and retry cases. Reconcile the results with the configured provider and accounting workflow, and record who accepts each required connection.