745970
Description
Mind Map by louise.howard22, updated more than 1 year ago
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Created by louise.howard22
almost 11 years ago
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Applied business - Financial
documents
- Purchase orders
- Document that is used in business to place an order.
- What the customer wants to order
- When it was ordered
- Who ordered it
- Quantities
- Proof of a customer ordering something if they refuse to pay
- Can help reduce mistakes in orders
- Document that is used in business to place an order.
- Delivery note
- Provides information when a product is delivered to a customer
- Gives all the details
- Customer needs to sign
- Customer adress
- Invoice number
- Date of order
- Proof of products being delivered
- Record of what's been delivered
- Useful for auditors
- Checked against invoices
- Confirm goods have been recieved
- Confirms goods are in good condition (Record any problems found)
- Tracking goods
- Provides information when a product is delivered to a customer
- Goods received note
- Large orders are checked over thoroughly to find damage or missing
items. Any problems are recorded on a goods received note
- Order number
- Quantity ordered
- Quantity delivered
- Item description
- Damage or missing items
- Large orders are checked over thoroughly to find damage or missing
items. Any problems are recorded on a goods received note
- Invoice
- Way to request payment for orders
- Need to be accurate
- Sent out in a timely way to ensure money is
received quickly for goods
- Helps maintain liquidity
- Date
- Customer name
- Details of goods or service
- Amount owed
- Length of time to pay
- How to pay
- Way to request payment for orders
- Credit note
- Gives customers the right to buy
replacement goods
- Credit on customers account
- Helps retain a customer rather than lose them
- Help find problems within the business
- Item number
- Quantity
- Description
- Unit price
- Value
- VAT
- Refunded amount
- Gives customers the right to buy
replacement goods
- Statement of account
- Brings all the documents together and provides a summary of what they have brought and
received in a certain amount of time
- Date
- Details
- Debit - Money that has come out
- Credit - Money that goes in
- Balance
- Balance - What is left
- Remmittance advice slip
- Brings all the documents together and provides a summary of what they have brought and
received in a certain amount of time
- Remmittance advice slip
- Used by customers to send payments via post
- Don't have to send a letter stating which account they are
- May be attached to the invoice
- Normally attached to the statement of account
- Used by customers to send payments via post
- Reciepts
- Provide a record of payment for both customer and business
- Proof of payment
- Returning goods
- Cash register
- Receipt book
- Enter text here
- Email
- To and from
- Details
- Pricing
- Address
- Contact details
- Provide a record of payment for both customer and business
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