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Finance

Raising a sales ledger invoice

To raise an invoice in respect of goods or services rendered (not tuition or accommodation fees) you need to submit the invoice request form

New Credit Request Form [DOC 32KB] - To cancel an invoice, you need to submit a credit note request form

It is essential to include the correct account, budget code and a description of the goods or services rendered on the form

If you are raising an invoice for goods or services rendered to an external customer, it is important to obtain a purchase order number from that customer.

Including the purchase order number provided by the external customer on the invoice helps establish a clear connection between the goods or services provided and the corresponding purchase order.

Please note When raising an invoice for a new external customer, it is common practice to complete a customer credit application form:-

Customer credit application form [DOC 76KB]

Details should include the company name, full address including the postcode, telephone number and VAT registration.

You need to ensure that the invoice/credit note request form should have the correct Trading Style address (who will be paying the invoice). The address must always be in full including the post code.

Examples of Trading Styles

  • PLC Company or Ltd
  • Sole Trader/Partnership
  • Personal Customer

The following websites may assist you in gaining the correct address for you to invoice your customers:

Check to see whether EU VAT numbers are valid www.hmrc.gov.uk/businesses/

New customer credit application forms  and invoice/credit note request form should be sent via email:

finance-invoicerequest@qmul.ac.uk 

 

 

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