You will prepare an invoice only after you have shipped or delivered the product or service to the customer. 1  Start by identifying the customer. 2  Include previous document numbers related to this sale, including any purchase order or sales agreement or estimate. 3  Identify the items sold and delivered.
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Settlement-The actual real estate closing where the property is transferred and the seller and the buyer sign all required documents for title transfer and mortgage. Settlement Statement-The form showing all fees, charges and monetary transfers involving the buyer, seller, and all parties involved in the transaction.