PIMACCOUNTING · WORKING RESOURCES
Invoice information review checklist
This is not an invoice and must not be issued as one. Use the applicable official invoice rules for the transaction. Required particulars depend on document type and issuer status. Review the source document; do not invent missing information.
Working aid only — not an official form. Entries stay on this page and are not sent to Pimaccounting. There is no automatic saving. Print or save a completed copy before refreshing or closing.
Click or tab into a blank cell to add your notes. On small screens, scroll the table sideways.
| Field to review | Document value / reference | Checked / needs review | Question / owner |
|---|---|---|---|
| Document type and issuer tax status | |||
| Supplier legal name, address and tax particulars | |||
| Customer entity and branch particulars where required | |||
| Unique document number and date | |||
| Goods / services and transaction description | |||
| Amounts, tax information and totals | |||
| Original / copy / correction and linked evidence |