Invoice Sheet
Write an invoice by hand when you need one, in a layout that leaves room for whatever your country requires rather than assuming a set of fields.
Category
The money paperwork a one-person business runs on — invoices, estimates, receipts, orders, price lists and the sheets that show what a job really cost.
Every sheet in this category is blank on purpose. What an invoice or a receipt must show, what tax applies, what wording is required and how long anything has to be kept differ by country, by trade and by whether you are registered for a sales tax. None of these sheets states a requirement, prints a tax rate or calculates tax, and none of them is accounting or tax advice — check what applies where you are and fill in the blank lines accordingly.
Write an invoice by hand when you need one, in a layout that leaves room for whatever your country requires rather than assuming a set of fields.
Price a job in writing, with the exclusions written down, so both sides know what was and was not covered before the work starts.
Give a receipt for money taken and keep an identical copy, with the balance still owed written on both halves.
Publish your prices with the inclusions spelled out beside them, which is what stops the conversation about what was and was not covered.
Put an order in writing so the delivery note and the invoice can both be checked against what was actually agreed.
Keep one line per sale as it happens, with the payment recorded beside it, so the month adds up from something written on the day.
See at a glance which invoices are out, which are late and when each was last chased, which is the information that actually gets invoices paid.
Cash up consistently and record the difference every day, which is how a problem gets noticed in a week rather than in an audit.
Claim money spent on somebody else's behalf in a form that ties each line to a numbered receipt and gets signed off.
Set a budget out on paper and record what actually happened next to it, so the gap is visible line by line rather than only at the bottom.
Work out what one job actually cost, so the next quote is based on a figure rather than on a feeling about the last one.
Keep one card per customer so the history of what was done, what it cost and when the next visit is due lives in one place.
Count a drawer properly and record the variance, so a pattern of small differences becomes visible instead of being quietly absorbed.
Get the customer's signature that the work is done while you are still standing there, with anything outstanding written down rather than remembered differently.
Get every debt onto one page with the real figures from the statements, and keep a record of what has actually been paid off.
Keep a plain, readable record of one account that you can follow down the page and total at the foot.
Know what the account balance really is, including the payments that have not reached the bank yet.
Find the reason your records and the bank disagree, instead of assuming one of them is wrong.
Keep the ordering knowledge out of one person's head and on a page anybody could pick up.
Collect business costs as they happen so the year end is a total and a folder rather than a shoebox and a lost afternoon.
Keep your own record of tips received, which is worth having whether or not anyone else is keeping one.
Keep a clean record of what came in or went out, and of whether the thank-you was actually sent.
Run a week of appointments and the money that goes with them from one page.
See at one glance what has been paid this year and what has not, instead of working it out from a pile of statements.
Elsewhere in the library
The paperwork that covers the whole building — service history, registers, warranties and the seasonal rounds.
Heating, hot water, ventilation, drainage and water supply — the fixed systems that need servicing on a schedule.
Alarm tests, extinguisher checks and the records that prove they happened.
Mowers, saws, generators, washers, compressors and tractors — hour-based servicing and the part numbers you can never find.
Cars, motorcycles, motorhomes, trailers and boats — service history, schedules and pre-use inspections.
Pools, hot tubs and private water supplies — chemistry logs and test records.
Maintenance logs, periodic inspections and changeover checklists for let property.
Vaccination and health records, sitter instructions and the emergency details somebody else would need if you were not there.
Trailers, horseboxes, caravans and boats — annual service records, pre-use inspections and the towing figures you should never be guessing at.
Inventories, service logs and the working paperwork a small workshop, a trade or a van actually runs on.
Cleaning schedules, rotas, deep-clean checklists and the dated records a cleaning routine is supposed to leave behind.
The paperwork of changing address — moving, viewing, snagging, renovating and switching the supplies over.
Sowing plans, plot layouts, greenhouse logs, compost records and fruit tree histories — blank wherever the answer depends on where you garden.
Husbandry records for reptiles, amphibians, fish, small mammals and birds — the readings, feeds and weights that keep an animal well.
Flock and herd records, medicine and movement books, and the application records that have to be produced when somebody asks.
Project planners, stash inventories and machine logs — for quilting, sewing, printing, modelling and selling what you make.
Shot lists, kit inventories and job records — for getting the shot, insuring the kit and finding out what the work actually pays.
Logbooks and trip plans for time spent outdoors — dives made, water paddled, rounds played.
Sheets for the hour you spend standing in front of a car you are thinking of buying, and for comparing it afterwards with the others you saw.
Inspection records for hives and colonies, built so this week's visit can be read against the last three.
Due-date charts and care records for horses and ponies, with the intervals left blank for the ones your own farrier, vet and dentist give you.
Visitor sign-in pages and key registers — who is in the building, who let them in, and what has not come back.
Per-fill fuel and cost records, kept unit-neutral so the same sheet works wherever you buy fuel and whatever your odometer reads in.
Kit checks, expiry dates and restocking — dated on paper and signed by whoever actually did them.
Logbooks for the things people do for the love of it, built to hold hours, conditions and the incident nobody wants to reconstruct from memory.
What is on the shelf, how much of it you want there, and what needs reordering before the recipe stops.
What seed you actually have, whether it still germinates, and what the plot really produced.
The dated, initialled rounds that show a space was actually attended to rather than merely meant to be.
Session logs and equipment records for training — what you did, and what your kit has done.
Itemised records for collections and valuables — what you own, what it cost, and what can be evidenced about it.
The paperwork a committee, a small office or a one-person project runs on — minutes, agendas, actions, decisions, risks and issues.
The records a small employer actually needs: hours, leave, rotas, reviews, training and the two checklists that make starting and leaving orderly.
Permits, method statements, diaries and inspection registers for building sites, yards and anywhere work is done under control.
Blank sheets for a classroom, a tutor, a club or an evening's babysitting — registers, marks, seating, reading and trips.
The paperwork a sports club, a society or a village hall committee runs on — members, subs, kit, duties, scores and fixtures.
Sheets with no subject at all — blank logs, blank checklists, tally sheets and report forms you head yourself.
Records for a working kitchen — what a dish costs, what was made from which batch, what was checked, cleaned and thrown away.
Two sheets for going somewhere: a packing list you write once and reuse, and a road trip planned day by day.
We are building this library out steadily. Leave an address and we will send the new sheets as they are finished — nothing else, and no more than one email a week.
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