This subseries contains invoices for items sold by the Heritage Book Shop to other bookstores, libraries, universities, and individuals. The subseries also contains folders of consignment sale invoices, invoices from joint sales with E. Joseph Bookseller and James Cummins Bookseller, and other invoices. Not all years have a complete range of alphabetical files, and a few years are missing.

This subseries contains correspondence of various types, including client correspondence, client inquiries, correspondence related to membership and leadership roles in the ABA (American Booksellers Association) and ABAA, joint sales correspondence, interest queries, appraisals, and financial correspondence. Joint sales correspondence includes letters to and from the Heritage Book Shop and other booksellers with whom they sold books jointly, including Kenneth Rendell.

This subseries contains lists of books by subject category, miscellaneous lists of books, and lists of books contained in designated collections. Collections listed here range from materials assembled by private collectors to collections of related items assembled by the Heritage Bookshop.