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Tag: trade-documents

Guides 20 min read
What Is a Proforma Invoice? Definition, Uses, and How It Differs From an Invoice
A proforma invoice is a preliminary bill sent before goods ship. Learn how it differs from a commercial invoice and quote, and whether you should pay one.
Chirashree Dan

Guides 22 min read
Shipping Document Bundles: How the Documents in the Pack Decide How an Invoice Gets Paid
Which shipping documents arrive with an invoice determines its AP treatment. How to classify the bundle automatically and route on derived treatment.
Chirashree Dan