Business forms

Business Forms and Templates

The paperwork that keeps a small business paid and organized: invoices and receipts, estimates and purchase orders, delivery notes, reminders for late payers, and the request and log forms an office runs on. Every form is built for its job, with the fields customers, suppliers and accountants actually look for, and the Excel versions add up totals, tax and balances for you.

Browse 40 templates All categories

Simple Invoice Template

An invoice asks for payment and tells the customer how to pay.

Service Invoice Template

A service invoice bills for work done at a customer's location, usually a mix of hours and parts.

Freelance Invoice Template

A freelancer's invoice has to do two jobs: get paid on time, and look like it came from a business rather than a favor.

Contractor Invoice Template

Construction billing has its own vocabulary: labor and materials, draws, percent complete, retainage, change orders, lien waivers.

Consultant Invoice Template

Consulting invoices go to accounts payable departments that process hundreds a week.

Cleaning Service Invoice Template

Cleaning is billed three ways: per visit for homes, per month for offices and commercial sites, and per job for move-outs and deep cleans.

Landscaping Invoice Template

A lawn crew bills mowing by the visit, a landscape contractor bills a patio by materials and labor, and everyone bills fall clean-up and snow by the event.

Photography Invoice Template

Photographers invoice three very different things: a wedding booked a year ahead and paid in stages, a portrait session where the money is in the prints, and a commercial shoot where the fee is for the day and the license is for the use.

Receipt Template

A receipt proves that money changed hands. Each of these receipt designs has a receipt number, the date, who paid, what they paid for, how they paid and who received it.

Payment Receipt Template

A payment receipt confirms a payment against something already billed: an invoice, an account, a plan.

Sales Receipt Template

A sales receipt is issued at the point of sale, when goods or services and payment change hands at the same time.

Cash Receipt Template

Cash leaves no bank trail, so the receipt is the only record.

Rent Receipt Template

A rent receipt records that a tenant paid rent for a specific property and period.

Deposit Receipt Template

A deposit receipt records money handed over before the thing it secures is delivered: a rental, a car, a wedding date.

Estimate Template

An estimate tells a customer what a job is likely to cost before you start.

Quote Template

A quote is a fixed price offer. Once the customer accepts it, you are committed to the price, so a quote needs a validity period, clear terms and a line for the customer to sign.

Purchase Order Template

A purchase order is the buyer's written commitment to buy: what, how many, at what price, delivered where and when.

Packing Slip Template

A packing slip goes in the box and lists what is in it. No prices, just the order number, what was ordered, what was shipped, what is on backorder, and who packed it.

Delivery Note Template

A delivery note travels with the goods and comes back signed.

Credit Note Template

A credit note (or credit memo) is the document a business issues when it owes a customer money against an invoice it has already sent: goods came back, a price was wrong, a service was short-delivered, or a discount was agreed after the fact.

Payment Reminder Template

Most late invoices are not disputes; they are oversights, lost emails and slow approvals.

Overdue Invoice Letter

When an invoice is seriously overdue, the letter has to do more than nudge.

Client Billing Tracker

Sending invoices is half the job; knowing which ones are paid, which are late and by how much is the other half.

1099 Contractor Payment Tracker

If your business paid an unincorporated contractor $2,000 or more during the year ($600 for years before 2026), you owe them (and the IRS) a Form 1099-NEC by January 31.

Bill of Sale Template

A bill of sale is the receipt and the proof of transfer for a private sale.

Equipment Checkout Form

An equipment checkout form records who has what, in what condition, and when it is due back.

Office Visitor Log

A visitor log tells you who is in the building at any moment, which matters most when the fire alarm goes off.

Maintenance Request Form

A request shouted down the corridor gets forgotten; a written one gets a number, a priority and someone responsible for it.

Supply Request Form

Running out of printer toner or exam gloves is a small disaster; ordering five times as many pens as anyone needs is a slow leak.

IT Asset Inventory Sheet

Small businesses rarely know exactly how many laptops they own, who has them, or which ones are out of warranty, until one is lost, stolen or dies the day before a deadline.

CRM Comparison Checklist

Choosing a CRM is mostly a decision about how your team will work every day for the next few years, and switching later is painful.

Software Comparison Scorecard

Every software category now has dozens of tools that look the same on their websites: project management, time tracking, accounting, scheduling, HR, help desk.

Personal Data Request Form

Privacy laws in the EU, the UK and a growing number of US states give people the right to ask a business what personal data it holds about them, and to have it corrected or deleted.

Business Planner

Planning tools for people who run a small business and do not have time for a forty-page plan.

Marketing Planner

Most small business marketing fails quietly: money goes on ads and tools, nobody checks which ones brought customers, and next year the same budget goes to the same places.

Freelancer Planner

Freelancing is three jobs: doing the work, finding the next work, and running the money.

Content Planner

Content that brings in customers is planned, not improvised on publishing day.

Social Media Planner

Posting when you remember is how most small business accounts run, and why most of them stall.

Event Budget Planner

Events go over budget in the small lines: the AV technician's overtime, the extra twenty guests, the linen rental nobody remembered.

Small Business Checklist

Checklists for the moments that trip up most small business owners.

Getting paid: invoices, receipts and reminders

An invoice asks for payment; a receipt confirms it. Start with the simple invoice or the version for your trade, such as the contractor invoice with labor and materials or the freelance invoice with hours and project fees. Number every invoice, state the payment terms and due date, and keep a copy. When money arrives, give a payment receipt; landlords use the rent receipt. If a customer pays late, the payment reminder and overdue invoice letter escalate politely. The client billing tracker shows who owes what at a glance.

Quotes, orders and deliveries

Before the work: an estimate gives a likely price, a quote a fixed one. When buying, a purchase order sets out exactly what you ordered and at what price. When shipping, a packing slip or delivery note goes in the box. Returns and corrections are handled with a credit note rather than by editing an old invoice.

Running the office

Smaller forms keep the office organized: a visitor log and visitor passes, maintenance and supply requests, an equipment checkout form and an IT asset inventory. Choosing software? Score options with the CRM comparison checklist or the software scorecard. The business planners help with the year ahead, from the business planner to the marketing and social media planners. These templates are a starting point, not legal or tax advice; check local requirements for invoices, sales tax and record keeping.

Related categories

Finance Trackers HR Forms Project Templates Office Calendars Invoice and Receipt Templates

Questions and template requests

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