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180 practical starting points · 9 document types

Free business document templates built for the job

Pick the document and real-world situation. Each template opens the working generator with useful line items, the right document behavior, and a checklist tailored to US freelancers and small businesses.

QuotesEstimatesReceiptsPurchase OrdersCredit NotesDelivery NotesProforma InvoicesCash ReceiptsSales Receipts
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Quote templates

Use them to present a fixed proposed price before work begins.

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Estimate templates

Use them to set a realistic expected cost before the final scope is known.

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Receipt templates

Use them to give the customer a clear record after payment.

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Purchase Order templates

Use them to authorize a purchase before a supplier fulfills it.

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Credit Note templates

Use them to document a reduction or reversal against an issued invoice.

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Delivery Note templates

Use them to record which goods were delivered and accepted.

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Proforma Invoice templates

Use them to show an expected transaction before a final invoice exists.

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Cash Receipt templates

Use them to document a cash payment at the moment it is received.

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Sales Receipt templates

Use them to itemize a sale that was paid at the point of purchase.

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Choose by transaction stage

Which financial document should you use?

Choose the document by what is happening now: propose a price before the work, request payment after earning it, confirm payment after receiving it, or correct the record when an earlier document changes.

Document
Quote
When to use it
Before work starts
Main purpose
Offer a firm price for a defined scope
Generator
Create
Document
Estimate
When to use it
Before work starts
Main purpose
Share an approximate cost that may change
Generator
Create
Document
Proforma invoice
When to use it
Before a final sale
Main purpose
Show expected charges for approval or shipping
Generator
Create
Document
Invoice
When to use it
When payment is due
Main purpose
Request payment for goods or services
Generator
Create
Document
Receipt
When to use it
After payment
Main purpose
Confirm that money was received
Generator
Create
Document
Credit note
When to use it
After an invoice
Main purpose
Reduce or reverse an invoiced amount
Generator
Create
Document
Purchase order
When to use it
Before a supplier fulfills an order
Main purpose
Document what a buyer authorizes
Generator
Create
Document
Delivery note
When to use it
When goods arrive
Main purpose
Record delivered items and quantities
Generator
Create
Read the complete document guide

A template is the starting point

The final document should reflect the real transaction. Replace every example line item, verify names and dates, use a unique document number, and describe the goods or services in language the other party can recognize. Invoity calculates totals, but it does not decide tax, legal, or accounting treatment for you.

For regulated or cross-border transactions, confirm required fields with the relevant authority or a qualified adviser before sending the document.

Before you download

  • Confirm the document type matches the transaction
  • Replace every sample with the real product or service
  • Check names, dates, quantities, rates, tax, and totals
  • State payment or delivery terms in plain language
  • Keep the PDF and supporting records together

Financial document template questions

What is a business document template?

A business document template provides a repeatable structure for a transaction or workflow. Invoity templates open a working generator with the right document behavior, example line items, and fields you can edit before downloading a PDF.

What is the difference between an invoice and a receipt?

An invoice requests payment and normally shows an amount due and due date. A receipt is issued after payment and records the amount paid, payment method, and remaining balance.

Should I use a quote or an estimate?

Use a quote when you are offering a more definite price for a defined scope. Use an estimate when costs or quantities may change. State any conditions clearly before the customer approves the work.

Can I switch document types without starting again?

Yes. The Invoity editor lets you switch among 11 document types while keeping the business details you already entered.

Need a different document?

Start with the editor and switch among all 11 document types without re-entering your business details.

Create a document