Sample supplier invoice

Sample supplier invoice (above) 

Every piece of paper filed should talk to you

On all supplier invoices clearly record how and when an invoice is paid. You’d be surprised how often I find this vital information missing.

Record

  • Date paid
  • Credit card or bank account used
  • Cheque number if applicable

A quick visual glance will then tell you if an invoice still requires attention or where to look to find additional third-party evidence of the payment i.e. a bank or credit card statement.

The same should be done with customer invoices. Any queries or disputes are then quickly resolved.

Pin It on Pinterest