SAMPLES OF THE BUSINESS CORRESPONDENCE DOCUMENTS Prepared by Viktoriia Kryshchuk and Kristina Zatkhei Invoice document An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or an online record from an e-tailer. Invoices are a critical element of accounting internal controls and audits. Structure The sender's name and contact information. The client's name and contact information. The invoice number, the date it was issued and the due date for payment. An itemized breakdown of the services and/or products provided. 3 Types of business letters Sales letters Order letters Complaint letters Adjustment letters Inquiry letters Follow-up letters Letters of recommendation Acknowledgement letters Cover letters Letters of resignation Components of a business letter Sender's address Date Recipient's address Salutation: Use a formal greeting along with the recipient's name. Introduction Body: The body paragraph or paragraphs provide details about the letter's subject or purpose. Closing statement Complimentary close: Use a professional phrase along with your signature. 4 Contracts and agreements documentation What is contract agreement document? Commonly called a contract, a contractual agreement between two or more parties allows or restricts them from engaging in certain acts by creating mutual obligations enforceable by law. Contract Documentation means all documents which form part of, constitute or evidence the Contract, including these Conditions and any quotations, offers, Orders, acknowledgements of order, acceptances and specifications of the Purchaser or Seller and any documents referred to in any of them. 3 Structure The contract documents will typically comprise of the following: 1. The agreement 2. The particular conditions of contract 3. The general conditions of contract 4. The specification 5. The drawings 6. The bills of quantities 7. Any other documents 3 Parts of business email Subject line Salutation/greeting Purpose of the email Details Call to action/expectation from the reader Closing and signature Contact information Business proposal document A business proposal is a document that outlines a proposed business plan, detailing the product or services to be provided, the costs associated with the project, and the expected outcomes. Structure Title Table of contents Executive summary The problem statement The proposed solution Qualifications The timeline Pricing, billing, and legal Terms and conditions The acceptance 3 What is a business memo? A business memo is a short yet formal document used for communication between employees. Memos are brief, effective and easy to navigate. They can serve a similar role as a press release, but the exception is the document is primarily for internal use instead of for local and national reporters. Structure Heading Date Recipient Sender Subject Body Closing and signature What are the minutes of a meeting document? Minutes are a tangible record of the meeting for its participants and a source of information for members who were unable to attend. In some cases, meeting minutes can act as a reference point, for example: when a meeting's outcomes impact other collaborative activities or projects within the organization There are three standard meeting minutes formats 1. Action minutes - decisions reached and the actions to be taken, though not recording the discussion that went into making the decisions. 2. Discussion minutes - contain everything action minutes do as well as the discussion which leads to the actions decided upon. 3. Verbatim minutes - a record of every single 5 word said at a meeting. Structure 8 basic elements of meeting minutes These are the essential items to include in your meeting minutes: Date Time Location Participants Topics discussed Motions Voting outcomes Next meeting date and place 3 Business report A business report can help executives and managers make decisions in business. A business report is a formal document used to communicate information in a systematic manner. The information includes statistics, facts, research analysis, arguments, recommendations, etc. Structure Heading Date Prepared by Introduction/Objectives Background information Results / findings Conclusion Recomendations THANK YOU For Listening