Invoice, receipt and estimate templates by document type
Each document type has a different job: a proforma invoice announces a price before delivery, a credit note reduces an invoice already sent, a receipt proves payment. Every page explains when to use the document and what it must include, then opens the maker with a filled sample of that type.
This page lists 25 of 25 pages in 5 groups: Invoices (14), Estimates and quotes (2), Receipts (5), Credits and adjustments (1), Orders and delivery (3). Each card gives the page's own summary; open one to get the pre-filled tool.
Invoices
- Commercial invoice Invoice · 4 sample lines · $5,888.00 Free commercial invoice template: the 10 fields it must include, when to use it and how it differs from proforma invoice and packing slip.
- Debit note Invoice · 3 sample lines · $468.00 Free debit note template: the 9 fields it must include, when to use it and how it differs from credit note and final invoice.
- Deposit invoice Invoice · 3 sample lines · $7,870.00 Free deposit invoice template: the 8 fields it must include, when to use it and how it differs from final invoice and progress invoice.
- Final invoice Invoice · 4 sample lines · $19,955.00 Free final invoice template: the 9 fields it must include, when to use it and how it differs from deposit invoice and progress invoice.
- Hourly invoice Invoice · 4 sample lines · $2,788.80 Free hourly invoice template: the 8 fields it must include, when to use it and how it differs from timesheet invoice and estimate.
- Interim invoice Invoice · 4 sample lines · $5,054.00 Free interim invoice template: the 8 fields it must include, when to use it and how it differs from progress invoice and final invoice.
- Past due invoice Invoice · 3 sample lines · $2,776.03 Free past due invoice template: the 7 fields it must include, when to use it and how it differs from statement of account and debit note.
- Proforma invoice Invoice · 5 sample lines · $3,140.00 Free proforma invoice template: the 9 fields it must include, when to use it and how it differs from commercial invoice and quote.
- Progress invoice Invoice · 3 sample lines · $37,900.00 Free progress invoice template: the 9 fields it must include, when to use it and how it differs from interim invoice and final invoice.
- Recurring invoice Invoice · 4 sample lines · $1,038.00 Free recurring invoice template: the 8 fields it must include, when to use it and how it differs from statement of account and hourly invoice.
- Self-billing invoice Invoice · 3 sample lines · $19,977.60 Free self-billing invoice template: the 8 fields it must include, when to use it and how it differs from tax invoice and purchase order.
- Statement of account Invoice · 3 sample lines · $1,326.00 Free statement of account template: the 9 fields it must include, when to use it and how it differs from past due invoice and recurring invoice.
- Tax invoice Invoice · 4 sample lines · $3,598.00 Free tax invoice template: the 9 fields it must include, when to use it and how it differs from proforma invoice and sales receipt.
- Timesheet invoice Invoice · 4 sample lines · $2,221.00 Free timesheet invoice template: the 9 fields it must include, when to use it and how it differs from hourly invoice and recurring invoice.
Estimates and quotes
- Estimate Estimate · 5 sample lines · $10,550.00 Free estimate template: the 10 fields it must include, when to use it and how it differs from quote and final invoice. Download a PDF.
- Quote Quotation · 4 sample lines · $1,219.00 Free quote template: the 9 fields it must include, when to use it and how it differs from estimate and proforma invoice.
Receipts
- Cash receipt Cash Receipt · 4 sample lines · $87.50 Free cash receipt template: the 9 fields it must include, when to use it and how it differs from payment receipt and sales receipt.
- Donation receipt Donation Receipt · 3 sample lines · $840.00 Free donation receipt template: the 7 fields it must include, when to use it and how it differs from sales receipt and cash receipt.
- Payment receipt Payment Receipt · 3 sample lines · $1,820.00 Free payment receipt template: the 8 fields it must include, when to use it and how it differs from sales receipt and cash receipt.
- Rent receipt Rent Receipt · 3 sample lines · $1,585.00 Free rent receipt template: the 8 fields it must include, when to use it and how it differs from cash receipt and recurring invoice.
- Sales receipt Sales Receipt · 4 sample lines · $125.99 Free sales receipt template: the 8 fields it must include, when to use it and how it differs from tax invoice and payment receipt.
Credits and adjustments
Orders and delivery
- Delivery note Delivery Note · 4 sample lines · $1,187.00 Free delivery note template: the 9 fields it must include, when to use it and how it differs from packing slip and commercial invoice.
- Packing slip Packing Slip · 4 sample lines · $110.00 Free packing slip template: the 9 fields it must include, when to use it and how it differs from delivery note and sales receipt.
- Purchase order Purchase Order · 4 sample lines · $1,397.00 Free purchase order template: the 9 fields it must include, when to use it and how it differs from quote and tax invoice.