Invoice Requirements

Owned by Megan Forbes
Oct 12, 2020

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