Category

Invoicing and money

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.

Sheets in Invoicing and money

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.

IM-01 1 page

Estimate and Quotation Sheet

Price a job in writing, with the exclusions written down, so both sides know what was and was not covered before the work starts.

IM-02 1 page

Deposit and Payment Receipt

Give a receipt for money taken and keep an identical copy, with the balance still owed written on both halves.

IM-03 1 page

Price List Sheet

Publish your prices with the inclusions spelled out beside them, which is what stops the conversation about what was and was not covered.

IM-04 1 page

Purchase Order Sheet

Put an order in writing so the delivery note and the invoice can both be checked against what was actually agreed.

IM-05 1 page

Sales Record Sheet

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.

IM-06 1 page

Invoice and Payment Tracker

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.

IM-07 1 page

Expenses Claim Form

Claim money spent on somebody else's behalf in a form that ties each line to a numbered receipt and gets signed off.

IM-09 1 page

Budget Tracker Sheet

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.

IM-10 1 page

Job Costing Sheet

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.

IM-11 1 page

Customer Record Card

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.

IM-12 1 page

Cash Float and Till Count Sheet

Count a drawer properly and record the variance, so a pattern of small differences becomes visible instead of being quietly absorbed.

IM-13 1 page

Job Completion and Sign-Off Form

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.

IM-14 2 pages

Debt Repayment Record

Get every debt onto one page with the real figures from the statements, and keep a record of what has actually been paid off.

IM-15 2 pages

Accounting Ledger Sheet

Keep a plain, readable record of one account that you can follow down the page and total at the foot.

IM-16 1 page

Bank Reconciliation Sheet

Find the reason your records and the bank disagree, instead of assuming one of them is wrong.

IM-18 2 pages

Business Expense Log for Tax

Collect business costs as they happen so the year end is a total and a folder rather than a shoebox and a lost afternoon.

IM-20 1 page

Tip Record Sheet

Keep your own record of tips received, which is worth having whether or not anyone else is keeping one.

IM-21 1 page

Donation Record Sheet

Keep a clean record of what came in or went out, and of whether the thank-you was actually sent.

IM-22 1 page

Bill Payment Tracker

See at one glance what has been paid this year and what has not, instead of working it out from a pile of statements.

IM-24 1 page

Elsewhere in the library

Other categories

Property records

The paperwork that covers the whole building — service history, registers, warranties and the seasonal rounds.

14 sheets

Home systems

Heating, hot water, ventilation, drainage and water supply — the fixed systems that need servicing on a schedule.

13 sheets

Safety checks

Alarm tests, extinguisher checks and the records that prove they happened.

5 sheets

Outdoor machines

Mowers, saws, generators, washers, compressors and tractors — hour-based servicing and the part numbers you can never find.

8 sheets

Vehicles

Cars, motorcycles, motorhomes, trailers and boats — service history, schedules and pre-use inspections.

13 sheets

Water and pools

Pools, hot tubs and private water supplies — chemistry logs and test records.

2 sheets

Rental property

Maintenance logs, periodic inspections and changeover checklists for let property.

17 sheets

Pets and animals

Vaccination and health records, sitter instructions and the emergency details somebody else would need if you were not there.

9 sheets

Trailers and marine

Trailers, horseboxes, caravans and boats — annual service records, pre-use inspections and the towing figures you should never be guessing at.

9 sheets

Workshop and tools

Inventories, service logs and the working paperwork a small workshop, a trade or a van actually runs on.

14 sheets

Cleaning and routines

Cleaning schedules, rotas, deep-clean checklists and the dated records a cleaning routine is supposed to leave behind.

10 sheets

Moving and buying

The paperwork of changing address — moving, viewing, snagging, renovating and switching the supplies over.

12 sheets

Garden and growing

Sowing plans, plot layouts, greenhouse logs, compost records and fruit tree histories — blank wherever the answer depends on where you garden.

9 sheets

Exotic and small pets

Husbandry records for reptiles, amphibians, fish, small mammals and birds — the readings, feeds and weights that keep an animal well.

26 sheets

Livestock and smallholding

Flock and herd records, medicine and movement books, and the application records that have to be produced when somebody asks.

46 sheets

Craft and making

Project planners, stash inventories and machine logs — for quilting, sewing, printing, modelling and selling what you make.

8 sheets

Photography and media

Shot lists, kit inventories and job records — for getting the shot, insuring the kit and finding out what the work actually pays.

3 sheets

Outdoor pursuits

Logbooks and trip plans for time spent outdoors — dives made, water paddled, rounds played.

4 sheets

Vehicle buying and selling

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.

1 sheet

Beekeeping

Inspection records for hives and colonies, built so this week's visit can be read against the last three.

1 sheet

Equine records

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.

23 sheets

Access and visitor control

Visitor sign-in pages and key registers — who is in the building, who let them in, and what has not come back.

8 sheets

Running costs and fleet

Per-fill fuel and cost records, kept unit-neutral so the same sheet works wherever you buy fuel and whatever your odometer reads in.

3 sheets

Hobby and craft logbooks

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.

1 sheet

Food preservation and pantry

What is on the shelf, how much of it you want there, and what needs reordering before the recipe stops.

4 sheets

Growing results and crops

What seed you actually have, whether it still germinates, and what the plot really produced.

2 sheets

Fitness and training

Session logs and equipment records for training — what you did, and what your kit has done.

3 sheets

Collecting and valuables

Itemised records for collections and valuables — what you own, what it cost, and what can be evidenced about it.

3 sheets

Office and committee

The paperwork a committee, a small office or a one-person project runs on — minutes, agendas, actions, decisions, risks and issues.

13 sheets

Staff records

The records a small employer actually needs: hours, leave, rotas, reviews, training and the two checklists that make starting and leaving orderly.

15 sheets

Site and construction

Permits, method statements, diaries and inspection registers for building sites, yards and anywhere work is done under control.

15 sheets

Classroom and childcare

Blank sheets for a classroom, a tutor, a club or an evening's babysitting — registers, marks, seating, reading and trips.

14 sheets

Clubs and teams

The paperwork a sports club, a society or a village hall committee runs on — members, subs, kit, duties, scores and fixtures.

13 sheets

Blank and universal

Sheets with no subject at all — blank logs, blank checklists, tally sheets and report forms you head yourself.

12 sheets

Kitchen and catering

Records for a working kitchen — what a dish costs, what was made from which batch, what was checked, cleaned and thrown away.

5 sheets

Travel and trips

Two sheets for going somewhere: a packing list you write once and reuse, and a road trip planned day by day.

2 sheets