Due to the increasing number of questions on the essentials of the various types of accounting documents, we have decided to provide templates of all the documents that can be generated using InvoiceOnline.com. These include a tax document, an invoice without VAT, an advance invoice, a pro forma invoice and a credit note.
A receipt is a document confirming that payment has been made for goods or services. It serves as proof of purchase for the buyer and supports financial records for both parties.
A quote is a formal document provided by a seller to a prospective buyer, outlining the cost of goods or services under specified conditions. It serves as a binding offer once accepted, facilitating clear communication and agreement on pricing and terms.
A tax invoice is a formal document issued by a registered seller to a buyer, detailing the goods or services provided, applicable taxes, and total amount due. It serves as a legal record for tax reporting and is essential for claiming input tax credits.
A sales receipt is a proof-of-payment document issued immediately after a sale. It confirms that goods or services were sold and paid for, detailing the transaction for both buyer and seller.
A credit note is a formal document issued by a seller to notify the buyer of a reduction in the total invoiced amount. It serves as a correction tool for previous transactions—commonly used to account for returned goods, correct pricing mistakes, or grant post-invoice discounts.
An invoice is a commercial document issued by a seller to a buyer, indicating the products, quantities, and agreed prices for goods or services provided. It formalizes the obligation for the buyer to pay, typically including payment terms and due dates.
A credit memo, is a document issued by a seller to a buyer to indicate a reduction in the amount owed. It is commonly used to rectify billing errors, acknowledge returned goods, or apply discounts to previous invoices.
A proforma invoice is a preliminary document issued before goods or services are delivered. It outlines estimated costs and terms, helping businesses communicate expectations clearly. While not a tax document, it can be used as a quotation or customs support.
A delivery note is a document that accompanies a shipment of goods and provides a detailed list of the items delivered. It acts as confirmation that the buyer received the products in the correct quantity and condition.
An advance invoice is issued before goods or services are delivered, requesting either partial or full payment upfront. It should be detailed and transparent—outlining what the client is paying for, the amount, delivery expectations and payment terms.
A cash receipt is a document that confirms payment has been received for goods or services. It serves as proof of the transaction for both the seller and the buyer, ensuring transparency and accurate financial record-keeping.
An estimate is a preliminary document that outlines the expected costs for a job or service before it begins. It helps set clear expectations between a business and its client and can serve as a starting point for negotiation.
A Purchase Order (PO) is a formal document issued by a buyer to confirm the intention to purchase goods or services under agreed terms. It specifies product types, quantities, prices, delivery address, and other essential details.
Use our professionally designed purchase order template to streamline your procurement process, improve supplier communication, and keep accurate purchase records.