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 is just an amount of money which you receive in return of some kind of accident as a financial obligation and when you choose to receive it in a structured manner, you get the same amount in the form of several installments of payments rather than as a lump sum.