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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A settlement date is attached to each of the millions of trades made daily in the stock market. This date is three days after the date of the trade for stocks and the next business day for government securities and bonds.It represents the day that the buyer must pay for the securities delivered by the seller.It also affects shareholder voting rights, payouts of dividends and margin calls.his date is three days after the date of the trade for stocks and the next business day for government securities and bonds. It represents the day that the buyer must pay for the securities delivered by the seller. It also affects shareholder voting rights, payouts of dividends and margin calls.