These example procedures (work instructions) are typical of work undertaken by businesses. Although they only cover the basics, they relate to the sales and purchases processes performed in most organisations.

Note: They are specific to the processes and accounting application used by me.

Sales and purchases

Selling goods and services

  1. Issuing a quote
  2. Issuing an invoice
  3. Recording a payment against an invoice

Purchasing goods and services

  1. Issuing a purchase order
  2. Checking an invoice
  3. Paying an invoice


  1. Invoice
  2. Purchase order
  3. Quote