Invoice Management. Simplify and manage your invoice payments with our FREE Central Billing Service. Delivering purchasing results.

Transcription

1 Invoice Management Simplify and manage your invoice payments with our FREE Central Billing Service Delivering purchasing results.

2 Invoice processing difficulties? Managing invoice payments to various suppliers can be a time-consuming task, and, let's face it, a bit of a pain! We understand that a simple payment solution and high level of sustained support can help your accounts department runs smoothly and efficiently. Pelican Central Billing is here to support you. Spending too much time arranging separate supplier payments? Forgetting to pay suppliers on time? Would you like to gain more control and visibility across all of your sites? Finding it difficult to keep track of all your outgoing payments? Having to manually input all the invoice details into your accounts system? Spending too much time chasing copies of invoices? Waiting month after month for your credits to arrive? Would you like help with accounts issues? Finding that dealing with payment issues is taking too long? Pelican can manage your supplier payments

3 Simplify your supplier payments with Pelican Central Billing. One statement - one payment Single point of contact Electronic statements Personalised for you Online benefits Cash Back Bonus Central Billing will consolidate your monthly supplier invoices into ONE easy-to-read statement and enable you to pay all your suppliers with just ONE easy-to-track monthly payment. Whether you have a query about your latest statement,need a copy of a previous statement, or wish to dispute a supplier invoice, your enquiry will be managed promptly and efficiently by our dedicated Central Billing team. You will receive your statement by in three formats; Word, Excel and PDF, giving you the ability to import the data directly into any popular accounts software package. Customise the service to meet your needs: Suppliers Select which suppliers you want to pay via Central Billing. Statements Choose one statement showing a grand total for all your sites OR separate statements for individual sites. Have copies of statements sent to multiple recipients within your business. Log in to a secure website and view, print and download your statements and invoices whenever you need to! Click on the invoice number to view an electronic copy of your invoice. Allow multiple site users to access your statements online with restrictions that meet your requirements. By paying your suppliers via Pelican Central Billing, you gain an average 1% Cash Back on your spend (unless you have a separate agreement in place). This bonus is paid annually via BACS directly into your bank account. No matter how large or small your Audit Reports Request reports in any breakdown at any time of the year. organisation, and whether you use many or few suppliers, our Central Billing service will help you. Our dedicated team in Surrey, today manages over 100m of payments, helping thousands of customers to benefit from this service. Bronwen Miles, Central Billing Manager Pelican Visit our website for more details on the services we offer. Streamline your invoice payments process Free service - personalised to you

4 123 High Street Fleet Surrey GU52 11T How Central Billing works. CENTRAL BILLING TEAM: Georgia Lisa Suzanne Bronwen Example statement. Tel: Fax: Fax: If you would like to add any suppliers to your Central Billing to increase your Cash Back, please call us. Step 1 Step 2 Getting started. Ordering your goods. Let us know which suppliers you would like to pay via Pelican s Central Billing. Step 3 Place orders directly with your suppliers in the usual way. You will continue to receive invoices directly from your suppliers. Account No Invoice Date Invoice No Net VAT Total ZC May ZC May ZC May Account ZC5614 Sub Total: Sub Total: Receiving statements. Pelican will collect all invoice data directly from your suppliers and you a consolidated monthly statement, which you can also view online. When online you will be able to view your invoice details by clicking on the invoice number. BOC May May Account Sub Total: BOC Sub Total: Matthew Clark Wholesale Ltd Step 4 Checking & paying. You have a week between the day you receive your statement and Pelican processing your Direct Debit. If you find any invoice discrepancies, simply contact our team and we will ensure that the invoice is not paid until the issue has been resolved. Step 5 Peace of Mind Pelican will not process your Direct Debit until all amendments have been made and the revised statement has been sent to you. If you require a refund after your Direct Debit has been collected, Pelican can discuss your preferred method of refund May May Account Sub Total: 1, , Matthew Clark Sub Total: 1, , TOTAL: 1, , This month s total 1, will clear your account at HSBC Bank, Sort Code , under BACS reference Pelican 0101, on or shortly after 17/06/2011. Please ensure your funds are available on the date shown, the value will clear your account in two working days. If there are any errors on this statement please advise the Central Billing team by NOON ON 17/06/2011 to enable us to amend your statement. Cash Back table showing the cash back points earned to date. If you require a copy of your invoices/credit notes, please contact your supplier direct in the first instance. YOUR CASH BACK POINTS TABLE Supplier This Period Since Jan 11 Total BOC Matthew Clark Wholesale Ltd Total: The total value of your points is: Don t lose your valuable cash back! Please be advised that if your Bank returns your direct debit, you will lose your points allocation for that month period. Fast, secure and easy to use This shows the total amount to be deducted from your bank account. ONE statement - ONE monthly payment Cash back is paid annually into your bank account.

5 What our customers say... What our customers say... As I am the only person who is managing the payments, the business is actively encouraging all suppliers to be paid by Central Billing as it saves me so much time and makes my life so much easier. Merrin Joseph, Financial Controller Rydges Kensington, London Karen Hulatt is Finance Office Manager at Gloucestershire College. In 2007 the college decided to use Pelican and its invoice payment management service, Central Billing. Barry Warren-Watson is the owner of Russells restaurant in Great Baddow, Essex and he really appreciates the quality work done by the Central Billing team. Jo Drain is the owner and director of TLC Inns and manages multiple pubs around East Anglia. She loves Central Billing because it makes her life so much easier. As a Catering Manager one of the main benefits of Central Billing is that I can continue placing orders with all our suppliers regardless of the end of the financial year and it all works out smoothly and efficiently. Before, I had to stop placing orders several weeks in advance to enable our accounts to close their end of the year account books. Debra Alldis, Catering Manager Northolt High School, Middlesex We love the Central Billing service as it saves us a huge amount of workload and we remain in full control. If we find any invoice discrepancies, we simply contact the Central Billing team and they will ensure that the invoice is not paid until the issue has been resolved. We have been using Central Billing since 2006 to process invoices for our three sites. I find the service very convenient. It s so easy to use and saves us lots of time and money, because all invoices are paid by one monthly payment. Without Central Billing it would take me a long time to deal with individual supplier invoices. It s so much easier to check and reconcile the invoices. I also like the flexibility of the service. We can view our group statement for all three sites online and we receive individual statements for each site. Better still, in addition to these benefits we receive a Cash Back bonus We have multiple sites and multiple outlets and it's important for us to be able to see the income and expenditure against the different outlets. The Central Billing team was brilliant about setting up the many accounts we needed to suit our needs. They deliver the statements in a clear and simple format that makes it much easier to manage. We get around 500 invoices a month so without the Central Billing service our workload would be 50% higher. We'd need extra clerks, so it really saves us lots of money. I've always found the team to be very efficient and professional. We pay quite a lot of suppliers by Central Billing. Having the payments go through Central Billing takes away quite a bit of admin and I receive the statements in plenty of time so I can track how much we're spending. I've mostly dealt with Bronwen and she's very good. One time there was a mistake on the statement and that got taken off straight away as soon as I let her know. They don't mess around! Bronwen and the team really look after us here and we're very happy with the service they provide. As a busy businesswoman managing multiple sites I really appreciate the central billing service. We have just one Direct Debit paid on the same day every month, so I always know where I am.there s no need to juggle invoices and credit notes. It s so simple. And I really like the 1% bonus that comes back to the business. It does make a difference. We give that bonus back to the staff. Each site has a Christmas party and we use the cashback to pay for the food and drink. Angela Melish, Bursars St Bernard's Catholic Grammar School, Berkshire Andrea Challis, Financial Controller Openwide International Visit our website for more examples For over two decades Pelican has grown through customer recommendation We will work with you to help you achieve your business goals

6 About us... We understand that the lasting success of any business relies on the delivery of consistent quality of products and services. In order for this to happen, a good relationship Pelican has been providing purchasing and management services to a wide range of organisations in both the private and public sectors including education, Pelican was built on three fundamental values to be professional, honest and open in everything we do. Our aim is to help you manage and simplify your supplier payments We have over 21 years with suppliers is imperative, as is the efficient management of people, processes and costs. Pelican help companies to achieve these goals. Working alongside you we can manage part or all of your supply chain, delivering greater productivity, better efficiency and considerable cost savings across your business. hospitality and private healthcare industries for over 21 years. We manage purchasing requirements in accordance with professional practices and ensure that all purchasing is completed with due regard to EU purchasing law and the Chartered Institute of Purchasing & Supply (CIPS) guidelines. The core of our business success is that we always put our customers needs first. Everybody in the Company shares these values and strives to exceed our customers needs. March Hancock, Chairman Pelican of experience in the marketplace We offer impartial advice and represent you, the customer - not the supplier We provide a bespoke and flexible service that meets your needs We see ourselves as your partner, working alongside you Pelican are proud to support and promote the children's hospice service, Shooting Star CHASE. With 21 years' experience Pelican have the knowledge and expertise to help you Call us on

7 Experiencing problems when paying your invoices? Spending too much time arranging separate supplier payments? Finding that dealing with invoice issues is taking too long? Having to manually input all the invoice details into your accounts system? Pelican Central Billing is here to help Delivering purchasing results. Call Pelican on or us at Connect with us on Facebook and Twitter Visit us on the web at Ash House Tanshire Park Shackleford Road Elstead Surrey, GU8 6LB Printed on FSC Mixed Sources paper The Pelican Buying Company Ltd. Registered in England and Wales No