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.
Find Out How SettlementOne Can Help You. Established in 1996, SettlementOne is one of the nationâs largest suppliers of mortgage data, providing financial institutions and consumers with secure, efficient and cost effective solutions that streamline the mortgage origination and lending process. Contact us for more information on how we can help your business.
The origins of settlement dates are rooted in trading practices which predate the modern electronic stock market. In the early days, a stock trade was executed by a buyer and a seller who had three days to deliver the securities and the money required to settle the transaction. Previously, this transaction was done by mail and was much slower than today.