Pilot / Early Access Asset by MetraSlate, AssetLight by MetraSlate and Standard by MetraSlate: Metrology Edition. How Evaluation Works
01Prepare the quotation
02Retain the approval
03Perform the work
04Issue the invoice
05Record the account position
Invoice and account position
Connect the service performed with its invoice, payments and remaining balance.Standard by MetraSlate: Metrology Edition demonstration data · Captured 21 October 2026. Confirm the screens and workflows in your pilot configuration.
See this workflow
Follow the invoice to its payment history.
Open the invoice’s received payments while keeping the amount paid and remaining balance in view.
Standard by MetraSlate: Metrology Edition demonstration recording · Sample data · Captured 21 October 2026. The text above describes the task shown.
Quotations, customer decisions, invoices and recorded receipts provide the commercial record around a service. A purchase order or accepted quotation records an agreement; it does not mean money has been received.
The reviewed estimate revision, approved service items and terms stay connected to the customer’s decision. Staff can see the agreement behind the work when preparing the invoice or answering an account question.
An Approval Has a Specific Basis
The quotation gives the customer a defined service and price to review. Revised work needs its own clear decision. Retaining the agreement helps staff explain what was approved when preparing the invoice.
The work order
Each instrument retains its progress within the same customer order.Standard by MetraSlate: Metrology Edition demonstration data · Captured 21 October 2026. Confirm the screens and workflows in your pilot configuration.
The Invoice Explains the Account Position
Invoice lines, recorded receipts and balances belong with the customer and work they concern. Review access and the accounting process during setup so people know which system records each fact.
In everyday use
What your team can do.
Follow the record, the decision and the person responsible for the next step.
Quotation and Approval
Keep the approved revision and customer decision attributable to the work.
Invoice and Balance
Connect billed work, recorded receipts and the amount remaining. A recorded receipt is distinct from a processor transaction.
Customer Access
Authorized customers can view the invoices and account information made available by their laboratory.
Related capabilities
Keep Following the Work.
A conversation about your work
See it with your own workflow in mind.
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