Identity and numbering
Check the business and customer names, document number, dates, currency and contact details. Remove blank optional fields instead of leaving sample data behind.
Amounts and tax treatment
Recalculate line quantities and prices, discount method, tax base and total. A simple uniform tax field does not establish country-specific compliance.
Scope and next action
For a quote, make the validity date and scope clear without presenting an operational summary as a legal contract. For an invoice, confirm the due date and payment details before sharing.