Billing is where paper processes cost the most. Every completed stop has to become an invoice line with the right price, minimum and surcharge, and then be typed again into accounting. Billing software for a shred company should do that from the service records themselves.
Must-haves
- Invoices built from completed stops, so nothing is re-typed and nothing is missed
- Per-job invoices and monthly roll-ups, chosen per customer
- Sites that bill to their own address or to a parent customer
- Prices per container, per pound, per box or flat, with minimums, fuel surcharge and sales tax
- Customer-specific prices and effective dates for price changes
- A review step before month-end invoices go out
- Card payments from the invoice email, plus a way to record checks, ACH and cash
- Locked invoices once sent, with credits for corrections
- A clean hand-off to your accounting software
Watch the payment fees
Some software adds its own percentage on top of card processing fees. On a busy month that adds up. Ask whether the vendor takes a cut of your clients' payments, and whether the money goes straight to your bank account.
How Trakro does it
Trakro turns completed stops into invoices per job or monthly, with your prices, minimums and fuel surcharge applied. You review month-end totals before sending. Clients pay by card through your own Stripe account, and Trakro adds no fee of its own (Stripe's standard fees apply). Invoices, credits and payments sync one way to QuickBooks Online, or you can export a spreadsheet.
Let Trakro handle the paperwork.
Certificates, chain of custody and invoices, built from every stop.