Finished field work becomes invoices and paperwork
Every completed duty, delivery or visit is priced with the calculation shown, and goes to billing when someone presses Settle.
LiveWhat does Work-to-Money Settlement do? Fewer unbilled jobs and fewer billing queries, because every invoice line shows how it was worked out.
How it works
Each finished job is booked to the right account, so a bill never turns up as a receipt. You can price by slab, per km, per hour, per visit, per shift, per drop, or labour plus parts, and each amount shows how it was worked out. E-way bills are raised only when goods actually moved; anything skipped is saved with its reason.
If a job can't be billed, it shows 'failed' with the reason instead of quietly going back to pending, so unbilled money can't hide.
Step by step
Here is a day for a company with drivers, technicians, guards or sales executives out on jobs. Everything starts when the person on the ground closes the job.
- The job is closed in the field. The driver, technician, guard or sales executive completes the duty, delivery or visit and records it. The record keeps the time the work happened, taken from the device. If the phone was offline, the work is dated when it was done, not when it reached Kinnow.
- Kinnow works out what the job produced. A closed job can give one or more outcomes: a bill, an order, a collection, proof of delivery, an audit, a meter reading, a patrol log, a stock movement or a service close. Which outcomes apply, and where each one goes, comes from the ready-made field setup for your kind of work (field sales, field service, logistics, mobility or security).
- Each outcome is priced and the working is saved. Price by slab, per km, per hour, per visit, per shift, per drop, or labour plus parts. The amount is kept together with how it was worked out, so a customer who queries a line can be shown the arithmetic.
- Someone presses Settle. Settle sends each pending outcome to the application that owns it: a bill becomes an invoice in Sell (for logistics, a freight bill in Transport), a collection becomes a receipt allocated against open invoices in Finance, a stock movement becomes an Inventory adjustment, and a service close becomes a work order in Maintain.
- The invoice meets your usual limits. A field-raised invoice is checked like any other invoice. If you have a limit that says an invoice above some value needs approval, it waits as a draft for that approval.
- Anything that fails stays visible. If an outcome cannot reach its destination, it is marked failed with the reason and stays on the Failed list. It does not slip back to pending, so unbilled work cannot hide.
Send us a week of your duty slips or delivery notes and we will show them as invoices.
What you see on screen
The screen is Field, then Settlement, described as captured outcomes on their way to the books.
| Where | What you see |
|---|---|
| Failed (count) | Outcomes that could not reach their destination, each marked "Could not route" with the reason. This list comes first because it is the one that needs a person. |
| Pending (count) | Outcomes produced but not yet sent to billing, finance, stock or maintenance. When there are none, the screen says nothing is awaiting settlement. |
| Settle pending | One button that pushes every pending outcome to its destination. |
| What will this job bill at? | A panel where you pick a rate card and enter the job's figures (distance, hours, how many, labour minutes, parts, tolls, parking, waiting charge), then press Work it out. It shows the working and saves nothing, so you can test a rate card before using it. |
Who uses it
Field staff capture; the office settles.
| Who | When | What they do |
|---|---|---|
| Driver, technician, guard, sales executive | On the job | Close the job so the outcome and its time are recorded. |
| Dispatcher or operations head | End of each day | Presses Settle and works down the Failed list. |
| Accounts executive | On billing days | Reviews the invoices that field work created, as with any other invoice. |
| Owner or finance head | Month-end | Checks that Pending and Failed are empty, so nothing is unbilled. |
Ask us to price one of your own rate cards in the "What will this job bill at?" panel.
Related
- Field operations: dispatch, safety and proof of work.
- One field operations engine for every kind of work: how the same engine fits different industries.
- Sell: where field bills become invoices.
- Stock and ship: transport, freight bills and e-Way bills.
Questions
What is Work-to-Money Settlement in Kinnow?
Every completed duty, delivery or visit is priced with the calculation shown, and goes to billing when someone presses Settle.
What changes for the business?
Fewer unbilled jobs and fewer billing queries, because every invoice line shows how it was worked out.
Is it available today?
Yes, it is live.
What happens to a job that cannot be billed?
It is marked Failed with the reason, for example a missing rate or no customer, and stays on the Failed list. It does not return quietly to Pending, so you always see unbilled work.
Is the invoice sent to the customer automatically?
Settling creates the invoice in Sell and applies your usual limits, including any approval you require. Sending it is then done as for any invoice. Nothing is filed, paid or posted without a person.
More in the Your records and documents
Change approvals safely, see the impact first Live in part
Change approval rules in plain words, see which pending items are affected, trial it quietly, then go live.
Your records and documents · Record trace & document chainWhere is this stuck, and with whom?
Key documents show their journey: the steps done, who holds the record now and how long it has waited, with who did each step where that was recorded.
Your records and documents · ProcessesYour processes, mapped honestly
See each end-to-end process as a diagram showing which steps the system enforces and which are just notes.
Your records and documents · Your Statements, Your LayoutFinancial statements in your old system's format
Switched systems? See your P&L and balance sheet in the same layout your team already checks against.
Your records and documents · Statement Bridge (As Seen On · Entered Since)Match receivables to a customer's statement, fast
Tie your receivables to a customer's statement date: what they saw, what changed since, what's owed now.
Your records and documents · Jurisdiction-pack payroll enginePayroll that checks itself before paying
India payroll covering PF, ESI, PT, TDS, LWF, arrears and off-cycle runs, with a headcount-checked bank file.
Tell Kinnow what slows you down.
Answer three questions. Get the applications, the agents and a two-week plan for your business.