Invoice Fundamentals

Essential references on invoice types, terminology, and processing workflows. Educational guides for finance professionals and business owners.

9 articles

Invoice Fundamentals Articles

What Is a Goods Received Note? Complete GRN Guide

Learn what a goods received note (GRN) is, what it contains, and how it feeds three-way matching. Includes a field map, creation checklist, and worked examples.

Invoice Fundamentalsthree-way matchingprocurement documents
21 min

Credit Note vs Invoice: Key Differences Explained

Learn the differences between credit notes and invoices, when to issue each, journal entries on both sides, debit note comparisons, and VAT rules.

Invoice FundamentalsCredit Notesinvoice document types
21 min

How to Organize Invoices and Receipts: A Complete System

Organize invoices and receipts with a four-level system from physical filing to AI automation. Folder templates, IRS retention rules, and backlog cleanup guide.

Invoice FundamentalsReceiptsDocument Organization
35 min

How to Read an Invoice: Every Field Explained

A receiver-focused guide to every invoice field. Covers payment terms, verification checklists, fraud red flags, complex scenarios, and problem resolution.

Invoice FundamentalsInvoice VerificationFraud Prevention
26 min

Invoice vs Receipt: Key Differences for Tax and Business

Learn the differences between invoices and receipts for tax compliance, IRS record retention, and real business scenarios like partial payments and refunds.

Invoice FundamentalsReceiptsTax Compliance
18 min

Purchase Order vs Invoice: How They Differ and Work Together

How purchase orders and invoices differ, connect through three-way matching, and handle exceptions like mismatches, partial shipments, and non-PO invoices.

Invoice FundamentalsPurchase OrdersThree-Way Matching
22 min

Types of Invoices: A Complete Guide to Every Invoice Type

A guide organizing 14+ invoice types into five dimensions with a comparison table, decision framework, and receiver perspective for each type.

Invoice FundamentalsInvoice TypesProforma Invoices
34 min

What Is an Invoice? Definition, Purpose, and Components

What is an invoice? A both-sides guide covering components, legal status, international requirements, invoice vs bill vs receipt, and the processing workflow.

Invoice FundamentalsInvoice DefinitionsAccounts Payable Basics
19 min

Invoice Data Entry Sample: Key Fields and How to Enter Them

See a complete invoice data entry example with all key fields to capture. Learn common errors to avoid and how automation creates these records instantly.

Invoice FundamentalsData EntryBookkeeping
10 min