Ten everyday accounting documents for a startup or small business.
Open a template, copy the text and replace the fields with the legal company, customer, product, price, tax and payment information.
Invoice
Bill a customer with legal-entity, tax, currency, payment and bank details.
Open free template →Template 02Proforma Invoice
Provide advance transaction information before the final tax invoice.
Open free template →Template 03Statement of Account
Summarise invoices, credits, payments and the closing balance.
Open free template →Template 04Debt Statement
Record an overdue commercial balance and payment history.
Open free template →Template 05Credit Note
Reduce or cancel an earlier invoice with a clear reference.
Open free template →Template 06Purchase Order
Authorise goods or services before supplier fulfilment.
Open free template →Template 07Payment Receipt
Acknowledge a payment and identify the related invoice.
Open free template →Template 08Expense Claim Form
Record business expenses, evidence and approval.
Open free template →Template 09Business Quotation
Set out proposed scope, pricing and validity before acceptance.
Open free template →Template 10Delivery Note
Record goods delivered, quantities, condition and acceptance.
Open free template →Use the correct legal and tax information.
Requirements vary by jurisdiction, VAT or sales-tax status, transaction type and accounting basis. Keep an unaltered copy, number documents consistently and link corrections to the original record.