Examples of business documentation

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Below you can find the Examples of business documentation

Sales invoice

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The invoice shows:

• Who it is from (XYZ Supplies Ltd)
• A unique invoice number (2293)
• Who the customer is (ABC Company)
• Customer’s account number (12938)
• Date of the invoice (28 February 2013)
• The customer’s order number (12346 – so that the customer can link it to goods ordered)
• Details about goods ordered and now invoiced on this document
• Net total, sales tax (VAT) and gross amount due
• Terms setting out when the invoice has to be paid by.

Credit note

A credit note is like a negative invoice. Credit notes can be issued to correct errors (for example if a previous invoice had used a price that was too high) or to reduce the value of the goods invoiced previously (for example, if were faulty).

Statement of account

When ABC Company pays the amount owing to XYZ Supplies, it will prepare a remittance advice showing that is paying Invoice 12346 less the amount given in credit. This allows XYZ to keep track of exactly what has been paid and what hasn’t.

Petty cash voucher ?