The delivery ticket that says "Oak job"

An aging report tells you a customer owes money. It doesn't tell a reviewer which materials went to which property, or when. For a supplier's lien file, that's the part that matters.

The messy cases look normal in accounting. Two jobs on one credit account. One invoice covering several shipments. A replacement ticket that shows up weeks after the original deliveries.

What helps is one job identifier per project, used on every record: the order or accepted quote, the delivery ticket or carrier receipt, invoice lines, return authorizations and credit memos, payment and remittance advice, and any notices or signed waivers. Keep the customer's legal name, the project address and the owner in separate fields, so a billing address never quietly becomes the jobsite.

And keep the originals as they are. If a ticket only says "Oak job," add a separate note on how you matched it to the project, with the order or email that backs it up. Don't rewrite the destination on the ticket.

State law decides what delivery proves. In Florida, delivery to the site is prima facie evidence of incorporation under section 713.01(14). That's Florida, not a national rule.

Our checklist walks through a two-job example: building a proof-of-delivery file for a supplier lien.