You will prepare an invoice only after you have shipped or delivered the product or service to the customer. 1  Start by identifying the customer. 2  Include previous document numbers related to this sale, including any purchase order or sales agreement or estimate. 3  Identify the items sold and delivered.
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1 Cogito serves as the main analytic reporting platform for the Epic applications. 2  While the Epic applications run off MUMPS (a hierarchical, array-based database), Cogito allows data to be transferred to relational databases.