Business and customers
Collect the legal entity name, structured address, registration details and confirmed VAT status. Review customer legal names and billing addresses. Identify duplicate accounts and distinguish the buyer from a delivery site or project contact.
Transactions and evidence
Prepare representative invoices, credits, payment references and source agreements. Include difficult examples: part payments, corrections and missing buyer information. Use fictional or redacted data for initial demos.
A controlled first run
Agree the opening date, invoice-number ownership, backup procedure and exception owner. Compare a test document from entry through totals, posting and export. This list helps prepare a project; it is not a complete PINT-AE validation specification.