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LO3 Business Documents (Business Payments (Cheque, Online/Digital Payment…
LO3 Business Documents
Employee Documents
Expenses Claim Form
To reclaim expenses from a business trip, to do this evidence must be provided of the expenses to be eligible for a refund
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Meeting Documentation
Agenda
a list of topics that will be discussed. The agenda enables participants to prepare in advance for the topics so that they can make a more valuable contribution.
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Minutes
capture the purpose of the meeting and its agreed outcomes are a record that can be referred back to and can be used for follow-up purposes.
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Notice Of Meeting
notify company owners, officers, or employees of an upcoming company meeting
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Transaction Documents
Invoice
to provide a person or company who purchased your products or services with written documentation indicating: what they purchased, when they purchased it, how much money they owe you, and when the amount owed is due, as well as any penalties for late payment of the invoice.
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Credit Note
issued in various situations to correct a mistake, such as when an invoice amount is overstated
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Purchase Order
a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services.
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Statement Of Account
to remind a customer of sales on credit that have not yet been paid to the seller. The statement is usually a printed document, but may also be sent electronically
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