Every document you can make
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- InvoiceAsk for payment.
- ReceiptA receipt confirms that a payment was received.
- QuoteA quote tells a customer what the work will cost before it starts.
- EstimateAn estimate is your best guess at what work will cost.
- Credit NoteA credit note reduces what a customer owes, or records a refund, and points back to the invoice it adjusts.
- Purchase OrderA purchase order is what a buyer sends a supplier to order goods or services at an agreed price.
- Proforma InvoiceA proforma invoice states what a sale will be before it happens, so the buyer can approve it or arrange payment.
- Sales OrderA sales order confirms what a customer has ordered, at what price and when it will be delivered.
- Work OrderA work order tells someone what job to do, where and when.
- Packing SlipA packing slip lists what is in a parcel, with no prices, so the person who receives it can check it.
- TimesheetA timesheet records hours worked, task by task or day by day, and what they come to.