B1: 2 Financial transactions and documents

In this section

In this section we shall look at the documents that are commonly seen when a business’ deals with its customers and suppliers. Accountants and bookkeepers often have to prepare or check these documents so we shall consider the types of information that needs to be recorded on them.

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2.01 Financial documents

2.02 Purchase Orders

2.03 Delivery Notes and Goods Received Notes

2.04 Invoices

2.05 Returns Notes

2.06 Credit Notes

2.07 Discounts and financial documents

2.08 Statements of Account and Remittance Advice Slips

2.09 Coding of documents

2.10 Storage of financial documents

2.11 Financial documents questions and answers

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