Financial Document

A financial document is a document which has been generated as a result of a transaction (e.g. invoice, credit note or petty cash voucher).

Financial Documents for Sales

• Quotation
• Purchase order
• Delivery note
• Goods received note
• Goods returned note
• Invoice
• Credit note
• Statement
• Remittance advice

A Note on Coding Systems

Many of these documents will use coding systems (invoice ID, customer Number, product code) etc., these provide a convenient way for individual documents and items to be referenced and cross referenced (it's much easier to look up an invoice by ID as the same customer may have ordered the same things in the same quantities multiple times)