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 MyInvoiceOnline.co.uk. These include a tax document, an invoice without VAT, an advance invoice, a pro forma invoice and a credit note.
A Delivery Note is a document confirming the delivery of goods to a buyer. It outlines the items included in the shipment, provides proof of receipt, and helps businesses manage their deliveries efficiently. Learn what details a delivery note must contain for smooth logistics and record-keeping.
A Reverse Charge Invoice is used when the responsibility for VAT is shifted from the seller to the buyer. This mechanism is often used in cross-border transactions and for specific goods or services. Learn what to include in a reverse charge invoice and when to use it to comply with VAT regulations.
A purchase order (PO) is a formal document issued by a buyer to a supplier to request goods or services under agreed terms. Once accepted, it becomes a legally binding contract between the two parties.
A Credit Note is issued to correct errors in an invoice, process returns, or provide discounts after the invoice has been issued. Learn what it must contain and how it helps businesses maintain accurate records for tax and compliance purposes.
A quote (also called a quotation) is a formal document issued by a business to a prospective customer, setting out the estimated cost of goods or services under specified conditions. In the UK, once accepted, a quote can become legally binding and form the basis of a contract.
A VAT invoice is required for businesses registered for VAT in the UK to document taxable sales. Learn what information your VAT invoice must contain to comply with HMRC guidelines and ensure smooth VAT accounting.
A Proforma Invoice is a preliminary bill of sale issued before the actual delivery of goods or services. It provides an estimated cost and transaction details but is not an official request for payment. Learn what information it must contain and how it serves businesses in providing quotes and handling customs.
A Non-VAT Invoice is used for transactions that are exempt from VAT or where the seller is not VAT-registered. Learn what information this invoice must include to ensure proper documentation in line with tax requirements.
An estimate is a document provided by a business to give a prospective customer an approximate cost of goods or services. Unlike a formal quote, an estimate is not legally binding. The final price may vary depending on the actual work carried out, materials used, or time required.
An Advance Invoice is issued when a partial payment is required before the delivery of goods or services. It ensures that both parties have a clear understanding of the payment schedule. Learn what information your advance invoice must contain to comply with tax regulations and maintain transparency.
A receipt is a document issued by a business to a customer after payment has been made. It serves as proof of payment and usually includes details of the transaction such as the amount, date, and what was purchased.