The Document Chain: Quotes, POs, Invoices & Receipts

Every sale generates a chain of documents. A quote or estimate proposes the deal. A purchase order authorises it. An invoice requests payment for it. A delivery note travels with the goods, and a receipt proves the payment happened. Each document has one job, and most billing disputes trace back to two of them being confused.

These guides walk the chain end to end: what each document is, who issues it, when it changes hands, and how they reference each other so that an auditor — or just your future self — can reconstruct the deal from paper alone.

The Guide

Purchase Order vs Invoice: What Each Does and When to Use ThemOne document starts the purchase, the other ends it. Who issues each, and how they match up.Read the guide

All guide clusters Glossary of terms Open the Invoice Generator