Business document templates for small companies
19 templates organized by type. Each one comes with a PDF example and the data it must carry, and you fill it in in minutes with the numbering, the calculations and the amount in words already done.
Commercial
Quotes, sales invoices, delivery notes, sales orders and purchase orders as PDFs, with sales tax or VAT and withholdings calculated for you.
- QuotePrice proposal for products or services with validity, terms and customer acceptance.
- Sales invoicePDF invoice as a draft or business record of your sales. It is not an electronic sales invoice: if you are required to invoice, you must issue it electronically.
- Credit noteReduces the amount of an invoice for returns, discounts, cancellations or adjustments.
- Debit noteIncreases the amount of an invoice for interest, additional charges or changes in value.
- Sales orderCustomer order with products, prices, delivery date and agreed terms.
- Delivery noteRecord of the dispatch of goods to the customer: products, quantities and acceptance.
- Delivery receiptRecord of the delivery of goods, equipment or works with their condition, serial numbers and the signatures of the person delivering and the person receiving.
- Purchase orderFormal order to a supplier with products, prices, payment and delivery terms.
- Service orderRequest for a service from a supplier or contractor: scope, deadline, price and terms.
- Proforma invoiceFormal quote with the value of a future sale, for advance payments, bank procedures or imports.
Accounting and treasury
Cash receipts, disbursement vouchers and payment receipts, accounting entries, petty cash and withholding certificates as PDFs.
- Cash receiptSupport for the money the company receives: customer payments, advances and other income.
- Disbursement voucherAccounting support for each outgoing payment: payments to suppliers, employees and other expenses.
- Payment receiptSimple proof of a payment made, signed by the person who receives the money.
Legal and financial
Promissory notes, instruction letters, bills of exchange, service agreements, clearance letters, certifications and company formation documents.
Shipping and imports
Waybills, cargo manifests, loading orders, shipping labels, packing lists and shipping instructions.
- Loading orderAuthorization to load goods onto a vehicle: place, date, vehicle, driver and cargo.
- Shipping labelLabel for sending parcels: recipient, address, contents, weight, declared value and payment method.
- Packing listDetails of the packages in a domestic or export shipment: contents, net and gross weights, dimensions and marks.
- Shipping instructionsInstructions to the freight forwarder or carrier: consignee, ports, Incoterm, cargo, freight and required documents.