Source document

Meaning

A source document is a document that you attach when you do your accounting. The source document verifies the transactions you record.

Key points

• Source document appears frequently in invoicing, payment handling, and bookkeeping workflows.
• The term improves clarity between clients, suppliers, and accounting teams.
• Consistent use supports cleaner documentation and better reporting quality.

Practical use

In Nexbal workflows, source document is used to keep invoice and payment operations structured and auditable.