Help Terms

Key term explainers

Short guides for document and compliance terms used in the app. Available in English, Polish, Romanian, Albanian, Ukrainian, Spanish, and Portuguese.

WTN means Waste Transfer Note. It records non-hazardous waste transfers in the UK.

RAMS means Risk Assessment and Method Statement used for site safety planning.

VAT is Value Added Tax in the UK. Registered businesses charge it on eligible invoices.

A receipt confirms payment was received. It is different from an invoice.

A quote is a price offer for agreed work, usually valid for a limited period.

An estimate is a non-binding expected cost before final scope is confirmed.

A job sheet is a work record for a visit, task, or callout.

Payment terms say how long a customer has to pay after invoice issue date.

Due date is the final date by which the invoice should be paid.

Sort code is a 6-digit UK bank branch identifier used for bank transfers.

A Statement of Account shows all invoices, payments, and balance for a customer over a period.

Invoice number is the unique reference used to identify and track an invoice.

A purchase order is a customer-issued reference approving work or goods before invoicing.

An overdue invoice is unpaid after its due date.

A credit note reduces or cancels part of a previously issued invoice.