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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The settlement release is a contract: no matter which release is used in your claim; it is an agreement that in return for settlement money from the insurance company you will discontinue pursuit of the claim against the insurance company and their policy holder. Standard releases do not generally admit fault.