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Invoicing Glossary

Invoice

A document sent by a seller to a buyer that itemizes the products or services provided and specifies the amount due.

Billing Address

The address where the buyer should send payments or the address to which the invoice is sent.

Invoice Date

The date when the invoice is issued.

Due Date

The date by which the payment must be made.

Purchase Order (PO)

A document issued by the buyer to the seller, specifying the products or services to be purchased and the agreed-upon terms.

Payment Terms

The agreed-upon conditions for payment, including the due date, acceptable payment methods, and any applicable late fees or discounts.

Line Items

Individual products, services, or charges are listed on an invoice, along with their quantities, prices, and totals.

Quantity

The number of units of a product or the amount of a service provided.

Unit Price

The price per unit of a product or service.

Subtotal

The total cost of all line items before applying taxes or discounts.

Tax

A fee imposed by the government on certain goods or services is typically expressed as a percentage of the subtotal.

Total

The final amount due on the invoice, including taxes and any applicable discounts.

Payment Method

The acceptable ways in which the buyer can make payment, such as cash, check, bank transfer, credit card, or online payment platforms.

Remittance

Information provided by the buyer on how the payment was made, such as check number or transaction ID, helps the seller identify the payment.

Late Payment Fee

A fee is charged by the seller when the buyer fails to make payment by the due date.

Credit Memo

A document issued by the seller to the buyer to adjust the amount owed is often used for returns, refunds, or discounts.

Proforma Invoice

A preliminary invoice is sent to the buyer before the actual goods or services are provided, often used for customs or prepayment purposes.

Credit Terms

The agreed-upon conditions for extending credit to the buyer, such as the credit limit, payment schedule, and interest rates.

Statement

A summary of all outstanding invoices and payments made within a specific period, often sent to the buyer regularly to facilitate account reconciliation.

Accounts Receivable

The total amount owed to the seller by customers or clients for goods or services provided on credit.

The Conclusion

This glossary should help you navigate the key terms commonly used in invoicing.

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