39 FREE STARTING POINTS
Invoices & finance templates.
Get the numbers and records together. Itemized invoices, receipts, payment authorizations, and financial statements with useful calculations and recordkeeping guidance.
Invoices & finance
Invoice
Create an itemized invoice for billable products or services, with automatic totals and editable PDF or Word output.
Invoices & finance
Independent Contractor Invoice
Create an itemized independent contractor invoice for contract work, approved expenses, and milestone payments, with automatic totals and editable PDF or Word output.
Invoices & finance
Auto Repair Invoice
Create an itemized auto repair invoice for vehicle repairs, labor, parts, diagnostic findings, and authorized work, with automatic totals and editable PDF or Word output.
Invoices & finance
Handyman Invoice
Create an itemized handyman invoice for completed household repairs, materials, labor, and customer-approved extras, with automatic totals and editable PDF or Word output.
Invoices & finance
HVAC Invoice
Create an itemized hvac invoice for HVAC servicing, equipment, diagnostic results, replacement parts, and labor, with automatic totals and editable PDF or Word output.
Invoices & finance
Cleaning Invoice
Create an itemized cleaning invoice for cleaning visits, covered areas, additional treatments, and supplies, with automatic totals and editable PDF or Word output.
Invoices & finance
Window Cleaning Invoice
Create an itemized window cleaning invoice for interior and exterior window work, pane counts, access, and extra charges, with automatic totals and editable PDF or Word output.
Invoices & finance
Landscaping Invoice
Create an itemized landscaping invoice for landscaping labor, plants, material deliveries, equipment, and site work, with automatic totals and editable PDF or Word output.
Invoices & finance
Plumbing Invoice
Create an itemized plumbing invoice for plumbing labor, fixtures, materials, diagnostics, and emergency service, with automatic totals and editable PDF or Word output.
Invoices & finance
Roofing Invoice
Create an itemized roofing invoice for roofing scope, area, materials, labor, disposal, and warranty references, with automatic totals and editable PDF or Word output.
Invoices & finance
Catering Invoice
Create an itemized catering invoice for event catering, guest count, menu packages, staff, rentals, and deposits, with automatic totals and editable PDF or Word output.
Invoices & finance
DJ Invoice
Create an itemized dj invoice for event entertainment, performance hours, sound, lighting, extras, and deposits, with automatic totals and editable PDF or Word output.
Invoices & finance
Photography Invoice
Create an itemized photography invoice for shoot coverage, editing, delivered images, print products, and usage rights, with automatic totals and editable PDF or Word output.
Invoices & finance
Consulting Invoice
Create an itemized consulting invoice for consulting hours, deliverables, approved expenses, and engagement milestones, with automatic totals and editable PDF or Word output.
Invoices & finance
Legal Invoice
Create an itemized legal invoice for legal matter billing, time entries, expenses, retainers, and billing contact details, with automatic totals and editable PDF or Word output.
Invoices & finance
Medical Invoice — Itemized Record
Create an itemized medical invoice — itemized record for itemized medical service charges and payments without claiming to be an insurer claim form, with automatic totals and editable PDF or Word output.
Invoices & finance
Rent Invoice
Create an itemized rent invoice for rent charges, the property, rental period, permitted fees, and payments, with automatic totals and editable PDF or Word output.
Invoices & finance
Commercial Invoice
Create an itemized commercial invoice for shipment goods, customs description, origin, delivery terms, and value, with automatic totals and editable PDF or Word output.
Invoices & finance
Proforma Invoice
Create an itemized proforma invoice for an indicative quote for planned goods or services before a final invoice is issued, with automatic totals and editable PDF or Word output.
Invoices & finance
Credit Card Authorization Form
Record cardholder consent for a specified charge or recurring payments using a processor reference and the card’s last four digits.
Invoices & finance
ACH Authorization Form
Document permission for a bank transfer using a secure processor reference, last-four account identifier, payment scope, and revocation instructions.
Invoices & finance
Direct Deposit Form
Record payroll deposit instructions using bank and account references, allocation choices, employee consent, and verification steps.
Invoices & finance
Donation Receipt
Acknowledge a cash or noncash donation with organization details, contribution date, property description, and goods-or-services disclosure.
Invoices & finance
Rent Receipt
Confirm received rent with property, rental period, amount, payment method, partial payment status, and issuer acknowledgment.
Invoices & finance
Payment Receipt
Record a completed payment with the item or service, payer, amount, method, reference, and remaining balance.
Invoices & finance
Hotel & B&B Receipt
Record a lodging payment with stay dates, guest, room, rate, taxes, extras, and payment acknowledgment.
Invoices & finance
Loan Agreement
Specify a loan’s principal, interest, disbursement, repayment schedule, security, late-payment terms, and notices.
Invoices & finance
Payment Plan Agreement
Record an acknowledged balance, installments, due dates, payment allocation, dispute handling, and completion.
Invoices & finance
Mortgage Gift Letter
Document a genuine mortgage gift, donor relationship, amount, transfer date, property, and no-repayment statement for lender review.
Invoices & finance
Debt Validation Request Letter
Request verification of a collector’s claimed debt with the notice reference, disputed amount, requested information, and delivery record.
Invoices & finance
Payment Collection Letter
Request an overdue business payment with invoice references, itemized balance, prior payments, response instructions, and dispute contact.
Invoices & finance
Purchase Order
Order goods or services with supplier details, delivery, itemized quantities and rates, payment terms, and approval.
Invoices & finance
Expense Reimbursement Form
Record business expenses, dates, purposes, receipts, coding, totals, employee certification, and approval.
Invoices & finance
Profit and Loss Statement
Calculate gross profit, operating profit, and net profit from income, returns, costs, expenses, interest, and taxes.
Invoices & finance
Personal Financial Statement
Organize assets, liabilities, income, commitments, and supporting records, with an automatically calculated net worth.
Invoices & finance
1099 Preparation Worksheet
Organize payer, payee, payment categories, corrections, and preparer review before using official IRS filing forms.
Invoices & finance
Owner Financing Purchase & Security Review Draft
Compare proposed seller-financing structures, title timing, payment schedules, security, existing liens, servicing, insurance, tax responsibilities and default procedures before closing.
Invoices & finance
Donation Intake & Pledge Form
Record a donor’s gift or pledge with recipient identity, contribution type, restrictions, payment-channel reference, acknowledgment preferences and goods/services review.
Invoices & finance
Hotel / Bed & Breakfast Invoice
Create a lodging invoice with guest and property details, stay dates, room charges, taxes, incidental items, advance payments and the balance due.