Billing and accounting templates

A clean invoice with your business details, bill-to, line items, sales tax, total due and payment terms. Download as DOCX or Excel.

A price quote or estimate with line items, optional tax, validity period and terms.

A purchase order with PO number, vendor, ship-to, items, totals and delivery terms.

A customer order form with contact details, items, quantities, prices and shipping notes.

A packing slip for shipments: order number, ship-to, items with quantities ordered and shipped, and a received-by line.

A price list in Excel with item, description, unit, price and an optional discount column.

A sheet to compare quotes from several vendors side by side with totals and notes.

An invoice for hourly work: rate and hours per line, subtotal, optional tax and total due. Made for freelancers and contractors.

A job estimate with line items, labor and materials, sales tax at the rate you type, a validity period and a note that the price is an estimate, not a fixed bid.

A customer statement for a period: opening balance, invoices and payments in date order, running balance and the amount now due.

A straight bill of lading for a shipment: shipper, consignee, carrier, freight description with pieces and weight, charges and signatures.

A cash receipt with receipt number, date, received from, amount, payment method and what it was for.

A signed acknowledgment that goods, documents or equipment were received, with an item list.

A rent receipt with the rental period, property address, amount, payment method and balance due, printed as one receipt or three per page.

A receipt for a tenant's security deposit with the amount, property, lease start, where the deposit is held and the landlord's signature.

A charitable donation receipt with the organization's EIN, the gift, the date, and the IRS statement about goods or services provided in return.

A child care receipt with the provider's name and tax ID, the child, the period of care, the amount paid and the provider's signature for the parent's tax records.

A profit and loss statement with revenue, cost of goods sold and expenses, gross profit and net income, as a one-page summary and a 12-month Excel sheet.

An income statement with revenue, cost of goods sold, gross profit, operating expenses and net income, as a one-page summary and a 12-month Excel sheet.

A balance sheet in Excel with current and long-term assets, liabilities and equity, two periods side by side and a check that assets equal liabilities plus equity.

A cash flow statement in Excel with operating, investing and financing sections, net change in cash and the ending balance from the beginning balance.

A 12-month cash flow forecast in Excel: opening cash, cash in by source, cash out by category, net cash and the closing balance carried to the next month.

A bank reconciliation worksheet in Excel: bank statement balance plus deposits in transit minus outstanding checks, compared with the book balance, with the difference shown.

A check request form with payee, amount, account code, purpose, attachments and approval boxes.

An expense report in Excel with date, category, description, amount and receipts, totaled by category with approval lines.

A petty cash log with money in, money out, running balance and a monthly reconciliation.

A daily cash sheet for a store or office: opening cash, sales by payment type, payouts and closing count.

A sales and purchases ledger with date, customer or vendor, description, amount, sales tax and monthly totals.

A fixed asset register with asset tag, description, purchase date, cost, location and status.

A job cost sheet with direct materials, direct labor, overhead, markup and the price to quote.

A budget worksheet with planned and actual amounts by line item and the variance.

An inventory tracker with stock in, stock out, on-hand quantity, reorder level and low stock flag.

A customer list with company, contact, email, phone, terms and notes.

An AR aging report that buckets open invoices by days overdue and totals each customer.

A checkbook register with check number, date, payee, payment, deposit and a running balance, as a printable page and an Excel sheet with formulas.

An accounts payable tracker in Excel: vendor, invoice, due date, amount, paid, balance, days until due and a summary of what is due this week and overdue.

An invoice tracker in Excel: invoice number, client, dates, amount, paid, balance, status and days overdue, with totals outstanding and overdue.

A debt snowball spreadsheet: list your debts, sort by balance, add an extra monthly payment and see the payoff order and when each debt is gone.

A landscape gift certificate with the amount, recipient, certificate number and expiration date, plus an Excel log of the certificates you issue.

Printable coupons with the offer, conditions, expiration date and a serial number, several per page with cut lines.

Printable loyalty punch cards with 6 to 12 punch boxes, the reward, your business name and terms, several cards per page.

Numbered raffle tickets with a tear-off stub, the event, prize, drawing date and price, printed several per page from the number you choose.

Numbered event tickets with the event, date, time, venue, seat or section, price and a tear-off stub, several per page.