Templates
Real templates. Real documents.
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Finance
Account Statement
Everything a customer was charged and paid in a period, the running balance beside it, and how old the unpaid part is.
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Commercial Invoice
The invoice that travels with an export: commodity code, origin and weight on every line, and a declaration to sign.
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Credit Note
The note that puts an overcharge right: what is being credited, why, and what it leaves owing on the invoice.
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Expense Report
A claim for what somebody spent, line by line with the kind of spend, the total, and a line for the approver.
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Invoice
A bill with the work priced line by line, the tax and the total under the amounts, and how to pay it.
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Payment Application
What a contractor is owed this month: work measured, changes, materials on site, retention, and the dates that follow.
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Payment Receipt
Proof a payment arrived: who paid, how they paid, what it covered, and the total written out in words.
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Payslip
What somebody earned, what was taken off and what landed in the account, with the totals for the tax year so far.
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Price Quote
A price offer with the work priced line by line, how long the price holds, and a line to sign to accept it.
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Proforma Invoice
A price offer for a shipment before it ships: the goods priced, how it would travel, and how long the price holds.
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Purchase Order
The order you send a supplier: what you want, at what price, where to deliver it and how to invoice you.
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Business Proposal
The problem in their words, how you would solve it, the work priced a line at a time, and how long the price holds.
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Order Confirmation
Sent the moment an order lands: what was bought, what it costs, when it arrives and who to tell if something is wrong.
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Price List
What everything costs, one row per product, with the volume discounts, the terms and the day the prices run out.
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Sales Commission Statement
Every deal that counted this period with its rate and its payout, the adjustments, and the total owed to one sales person.
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Statement of Work
One job under a master agreement: what you deliver, what counts as done, what is paid when, and what is left out.
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Warranty Certificate
The equipment by serial number, what the cover pays for, what it does not, what keeps it valid and how to make a claim.
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Bill of Sale
A record of goods sold from one party to another, with a table of the items, the price paid, and the day they are collected.
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Commercial Lease Agreement
A lease for business premises with the rent, the deposit, who looks after what, and the fixtures recorded at handover.
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Data Processing Agreement
An Article 28 agreement with the eight processor duties, and annexes for what is processed, how it is kept safe, and who else touches it.
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Employment Contract
A contract for a new hire with the role, the pay, the hours, the time off, and the notice each side has to give.
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Letter of Intent
A letter that sets out the deal you propose, what binds you while you talk, and the day you aim to sign by.
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Mutual NDA
A short promise in both directions to keep what you share private, with the years you choose and a clause about staff you can turn off.
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Service Agreement
A monthly services contract: what gets done, what it costs, how it ends, and a schedule of service credits you can turn off.
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Subcontractor Agreement
A construction subcontract with the package, the dates, the payment and notice periods, retention, insurance, and the way disputes go.
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Certificate of Completion
A one page certificate naming the person, the course, the hours and the day they finished, with a line for the tutor to sign.
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Employment Verification Letter
A letter confirming that somebody works for you, since when and in what role, with the salary line you can turn off.
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Job Offer Letter
A warm letter offering the role, with the pay, the start day and the day the offer runs out, and a line to accept on.
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Performance Review
The year in one sheet: what was seen against each part of the job, the goals set last time, the goals for the next, and both sides signed.
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Reference Letter
A letter for a former colleague: how you worked together, what they are good at with an example each, and how to reach you.
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Training Record
One person's training: what was delivered and how it was assessed, what the role asks for, and where the gaps are.
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Weekly Timesheet
A week of work on one page: a row a day with the project and the hours, the total, and a line for the manager to sign.
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Change Order
The instructed change, where it came from, what it costs line by line, what it does to the programme, and the contract sum it leaves behind.
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Daily Site Report
The day on site in one sheet: weather, crew, plant, work done, deliveries and what held the job up.
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Field Service Report
One engineer visit written down: the fault, the time on site, the parts fitted, the tests that proved it and the customer signature.
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Goods Received Note
What the bay took in against what was ordered: accepted, rejected, and a line for anything short or damaged.
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Handover Certificate
The section taken over, the documents, keys and meter readings handed with it, what is still open and when the defects liability starts.
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Incident Report
What happened, who was involved, what was done at the time, and the actions that follow it.
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Job Card
One job through the workshop: operations with hours allowed against hours booked, parts issued, inspection results and the release.
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Meeting Minutes
What was discussed, what was decided, and the actions with an owner and a day each.
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Method Statement
The sequence of work stage by stage, who does it, the plant and substances involved, the permits relied on and the crew briefing sheet.
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Packing Slip
The slip that travels in the box: what was packed, how many of each, and which parcel it went in.
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Permit to Work
The stages of a permit on one document: hazards, precautions, isolations and gas tests, then issue, acceptance, hand back and cancellation.
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Preventive Maintenance Checklist
A planned maintenance visit written down: the asset, tasks by system, readings against limits, defects raised and the next visit due.
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Project Status Report
Where the project stands this week: a line per workstream, what you are watching, and what happens next.
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Punch List
Every item found at a completion inspection, graded and owned, with what is closed, what is open and what it means for handover.
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Request for Information
One question, the drawings and clauses it comes from, the options with their cost and time, and the dated answer with a name against it.
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Return Authorization
Says what a customer may send back before it ships: the units with their faults, and how to pack and send them.
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Stock Count Sheet
The sheet you count a zone with: a first and a second count per line, the difference, the reason, and who signed.
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Supplier Evaluation Report
Weighted scores for one supplier over one period, the figures behind them, the open actions, and the rating and decision that follow.
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Toolbox Talk Record
The talk given on site: the points covered, the hazards agreed, the questions asked, and everybody who signed.
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Vehicle Inspection Report
Every item checked on a vehicle, the tyre and brake readings, the defects found, whether it is fit for the road and how it was put right.
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Work Instruction
How one job is done at one workstation: the kit, the numbered steps with who does each, and what changed.
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Work Order
The job sent to the team: where it is, what is needed, the tasks with hours, and a line to sign when it is done.
View template →Logistics
Bill of Lading
The ocean document: shipper, consignee and notify party, the containers, the freight terms and how many originals were issued.
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Certificate of Origin
States where the goods were made, with the packages, their tariff headings and a block for the chamber of commerce to stamp.
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CMR Consignment Note
The road haulage note used between countries, with the goods, the instructions, and a box each for sender, carrier and consignee.
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Delivery Note
The sheet that travels with the goods: what was ordered against what arrived, and a line for anything short or damaged.
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Dispatch Note
Raised as the load leaves the warehouse: what was picked, what was held back, the pallets and the carrier booking.
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Export Packing List
A row for every carton: what is inside it, what it weighs, how big it is, and the totals the forwarder asks for.
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Waybill
Travels with the goods to a named consignee: the pieces, the weight that is charged, the values declared and how to deliver.
View template →Compliance
8D Report
The eight steps a customer expects: the team, what the problem is and is not, how it was held, why it happened and what stops a repeat.
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Calibration Certificate
As found and as left readings with the uncertainty at every point, the standards they are traceable to, and the rule used to pass them.
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Controlled Procedure (ISO)
A procedure with the details at the top, a table of what changed, and an annex you can turn off.
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Corrective Action Report
What went wrong, why it happened, the actions with an owner and a date, and the check that proves it worked.
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Equipment Inspection Report
A periodic examination: what was checked and how, the readings against their limits, the defects graded with a date, and the verdict.
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EU Declaration of Conformity
The eight numbered items of the EU model, with the legislation and the standards applied and a notified body block you can turn off.
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HACCP Plan
The product, the team, the hazard analysis typed and judged, and a control sheet for every critical control point.
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Internal Audit Report
An internal audit report with the scope audited, what was found graded by severity, and the date of the follow up.
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Management Review Minutes
Minutes of a management review: who was there, what was reviewed with the evidence, the numbers, the decisions and the actions.
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Non-Conformance Report
What was found, how much is affected, how it was held, and the decision taken on every piece with the authority who took it.
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Risk Assessment
The hazards of one activity, who they could harm, the controls in place and the further action with an owner and a date.
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