Sales and finance documents help your team quote, agree, bill, and record payment without retyping the same information.
Document flow
- Estimate: a price quote for work, products, or services.
- Proposal: a more detailed sales document with scope, pricing, terms, and acceptance flow.
- Invoice: a billing document requesting payment.
- Payment: a record of money received against an invoice.
Good practice before sending
- Check the customer, contact, billing address, line items, price, and due date.
- Use clear item descriptions so the customer understands what is being charged.
- Preview the document and check email wording before sending.
- Keep notes on any special agreement or discount.
After payment
- Make sure payments are recorded against the correct invoice.
- Use reports to review unpaid or overdue invoices.
- Keep receipts and payment references for accounting checks.
Good to know: Consistent item names and descriptions make reporting and customer questions much easier later.