Business Systems – Document types

Workbook

• Cheque Butt – Shows details about a cheque written including date, person or business being paid, reason for payment and amount
• Credit Note – Used when a customer has returned goods purchased or been overcharged on their original purchase
• External Source Document – Generated outside the business or created by the business to send out
• Internal Source Document – Generated within the business and retained within the business
• Invoice – Details what the customer has purchased including date, description and quantity
• Purchase Order – Purchaser issues this to a supplier listing what goods they want to order
• Receipt – May be prepared when money is received by the business
• Remittance Advice – Shows details of who is making a payment and what they are making the payment for
• Source Document – Provides the evidence that a transaction has actually taken place
• Statement – Summary of invoices and credit notes issued to the customer and payments received from the customer
• Tax Invoice – An invoice which meets the extra requirements when a business is registered for GST

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