Invoice Requirements

Definition

The management and documentation of the payments due an organization for the provision of services.

Requirements

• User can enter details and generate an invoice that includes:
  • Unique invoice number
  • Date sent and date payment due
  • Contact name, organization name, and address of invoicing organization
  • Tax ID number of invoicing organization
  • Contact name, organization name, and address of receiving organization
  • Tax ID number of receiving organization
  • Cost type: Type of cost on the invoice (e.g. loan processing, research, crating)
  • Cost note: Additional details about cost included on the invoice
  • Cost amount/currency
  • Terms of payment

Standards, Guidelines + Use Cases

Wireframes (click to enlarge)

Schema (click to enlarge or download)

Configuration and Data Map - Invoice - Common.xlsx