Three documents that look similar and mean different things.
| Document | Means | Money |
|---|---|---|
| Quotation | A price offered to a customer. No commitment. | None yet |
| Invoice | A bill. The customer owes you. | Coming in |
| Receipt | Money received, including outside a till sale. | Came in |
| Payment voucher | Money paid out — a supplier, an expense, petty cash. | Went out |
Who can create them
Raising an invoice takes sales or payments rights, so an Accountant can bill a customer without also being able to work the till. Payment vouchers are the tightest of the three because they record money leaving the business: they need payments management rights, which a Cashier does not have.
What appears on them
Your business name, address, phone, logo and tax number come from Settings > General, along with the Prepared By name and signature. Set those up once and every document carries them, complete with a QR code for verification.