Commercial
Sales order template (PDF)
Record your customers' orders with products, prices, delivery and approval.
This document is not an invoice: it does not support income, costs or deductions before the IRS. Issue the sales invoice when appropriate.
What it is and what it is for
Customer order with products, prices, delivery date and agreed terms.
Data on the template
This is what the template asks for when you create it; optional fields are printed only if you fill them in.
Header
- Your company details: legal name, tax ID, tax regime, address, phone, email and logo
- Customer: name, ID, address and contact details
- Order date and a sequential number
- Accepted quote (optional)
Details
One row per product or service: description, quantity, unit, unit price, discount and tax (with the option of prices that include tax).
Terms
- Payment terms(required)
- Term (days)
- Delivery date
- Delivery address
- Delivery city
- Customer purchase order
- Additional terms
Closing
- Subtotal, discounts, sales tax or VAT by rate, total, withholdings and net amount due, with the amount in words.
- Notes (optional)
- Prepared by
- Customer approval
- QR code so that the person who receives the document can verify that it is authentic
Related documents
- 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.
- 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.