Who owes you money

Money moves both ways in a trade business. One customer hasn't paid the final invoice; another has an amount held back until the job is done. At the same time there are supplier invoices to pay, and maybe an expense an employee is waiting to be paid back for. Spread across individual invoices, it's impossible to keep track of. Tredco gathers it per counterparty: one customer, one supplier, one employee — and everything outstanding between you, in one place.

Ask, and the overview opens

You won't find the counterparties in a menu. You ask the assistant — "who owes me money?", "what do we have outstanding?" — and it opens the counterparty overview next to the conversation.

At the bottom are the totals: Net receivable is everything customers owe you minus what you've been prepaid, Net payable is what you owe out. Need the figures in a spreadsheet or for your accountant? Pull the whole list with Export (CSV).

Open one counterparty

Tap a row and the counterparty opens as its own card, with All counterparties as the way back. The card shows both directions at once — Receivable in one column, Payable in the other — with a subtotal under each and the net amount at the top.

Every open item carries its own name. Instead of "1500 Accounts receivable", which doesn't tell you which job it's about, the item is listed by invoice number and what it covers — "1042 · Bathroom, Sagveien 14". Next to it a status word tells you where it stands:

• 12 d overdue — the due date passed twelve days ago.
• due 15 Aug — it hasn't come due yet.
• holdback · released 1 Oct — an amount you hold back by agreement until the job is finished. It's never shown as overdue, because it's retained on purpose, not late.

From the claim to the invoice behind it

An item on the card isn't just a number — it points to the invoice it came from. Tap a claim that belongs to an invoice and the invoice itself opens, the same case file you'd otherwise get from the invoice overview. There you see the whole document: what was invoiced, what's been paid, and what's left.

Items with no invoice behind them — for example an expense an employee is due to be paid back for — aren't something to tap. That's on purpose: a link that leads nowhere is worse than no link.

Reminders and offsets without changing screens

When you see something outstanding, you deal with it without hunting down another screen. At the bottom of the card the actions are ready:

• Send reminder · 1042 takes the invoice it concerns and asks the assistant to draft a reminder to exactly that counterparty.
• Propose offset · 12 400 is for when you owe each other both ways — the assistant sets up a proposal to settle one against the other.

Both hand a fully-formed request back to the conversation. As everywhere in Tredco, the assistant does nothing on its own: it drafts the proposal, and you sign off before anything is sent or booked. The reminder and the bookkeeping follow the same path as in invoicing and accounting.

Want to know more about how you talk to the assistant? See talk to the assistant. Not up and running yet? Start with getting started.