Templates
Free business document templates
Invoice, quotation, order, note, receipt and payslip formats that download as Excel, Word and PDF, each with the legal fields explained and a sample filled in.
In short
These are free document formats for small businesses: tax invoices, quotations, orders, credit and debit notes, receipts, statements and salary slips, each as Excel, Word and PDF. SimpleERP makes the same documents from your own data.
Harbor Supply Co.
Tax number 100 234 567
Tax invoice
INV-2026-0214
Bill to: Bluewater Traders
- Steel rack 4 shelf4 pcs
- Office chair mesh6 pcs
- LED panel 2×210 pcs
Free download, no sign-up
Filled with the sample shown. The Excel file has formulas for tax and totals.
Sales and purchase documents
Invoices, quotations, orders and notes, each with the fields the rules ask for and a filled sample.
Tax invoice format
A tax invoice format with every field VAT, GST and sales tax rules usually ask for, as a free Excel, Word and PDF download.
Get the formatQuotation format
A quotation format with tax shown line by line, as a free Excel, Word and PDF download.
Get the formatSales order format
A free sales order format in Excel, Word and PDF, filled in for a steel furniture order, and how the same order becomes invoices in SimpleERP.
Get the formatPurchase order format
A free purchase order format in Excel, Word and PDF with tax and terms, filled in for a steel order, and how SimpleERP turns it into a supplier bill.
Get the formatCredit note format
A free credit note format in Excel, Word and PDF with every field a tax authority expects, filled in for a sales return, and how SimpleERP reverses the tax and the stock.
Get the formatDebit note format
A free debit note format in Excel, Word and PDF with the fields a tax authority expects, filled in for a purchase return, and how SimpleERP posts it against the bill.
Get the formatWork order format
A free production work order format with the product, quantity to make, materials to issue, cost per unit and sign-off lines.
Get the format
People and statements
Payslips, receipts and account statements for the people you pay and the customers who pay you.
Salary slip format
A salary slip format with earnings, tax and pension deductions and net pay, as a free Excel, Word and PDF download.
Get the formatPayment receipt format
A free payment receipt format in Excel, Word and PDF for cash, card, cheque or bank transfer, and how SimpleERP prints one from a recorded payment.
Get the formatStatement of account format
A free customer statement of account format with opening balance, invoices, receipts, credit notes, running balance and closing balance.
Get the format
For businesses in India
These pages cover rules and tools that exist only in India.
India
GST invoice format
A GST tax invoice format with every rule 46 field, as a free Excel, Word and PDF download.
Get the formatIndia
GST invoice for services
A GST invoice format for services, with SAC codes and no stock columns, as a free Excel, Word and PDF download.
Get the formatIndia
GST invoice for freelancers
A GST invoice format for freelancers billing by the hour or project, as a free Excel, Word and PDF download.
Get the formatIndia
GST invoice for IT companies
A free tax invoice format for software and IT services, with SAC 998314, place of supply and IGST for clients in other states.
Get the formatIndia
GST invoice for manpower supply
A free tax invoice format for manpower and labour supply, with man-days, the agency service charge and GST on the full bill.
Get the formatIndia
GST invoice for contractors
A free tax invoice format for works contracts and labour bills, with SAC 9954, the site address and place of supply.
Get the format
Honest limits
Not built yet
Some documents people search for are not here, because SimpleERP does not make them and we only publish formats we can show working in the product.
- Delivery note: SimpleERP does not issue one yet. Goods move on the invoice.
- Proforma invoice: not a separate document in SimpleERP. A quotation with tax shown does the same job for most buyers.
- Invoice in a foreign currency: SimpleERP bills in your own currency only, so an export invoice in the buyer's currency is not made here.
- E-invoice for a government network: where your country requires invoices to be sent through one, SimpleERP does not connect to it.
FAQ
Questions, answered
Are these templates free?
Yes. Every format downloads as Excel, Word and PDF with no sign-up. The Excel files have formulas for tax and totals.
Are these formats valid for VAT, GST or sales tax?
Tax law lists what a document must carry rather than a fixed layout. Each invoice and note format has a place for every common field, and each page shows that table with its source and the date we last checked it. Countries differ in the details, so check your own list.
Why are the samples from the same business?
The samples come from Harbor Supply Co., a fictional business that SimpleERP's examples use, with amounts in dollars and tax at 20% as an example, so the figures on the page and in the files agree. Change the currency symbol and the rate to yours. In India, the GST formats use Lakshmi Steel Furnitures, a fictional Coimbatore business, with amounts in rupees.
When should I stop using a template?
When you raise documents daily. Numbering, tax splits and stock start to drift in spreadsheets; SimpleERP fills the same fields from your customers and products and posts each document to the books.
Stop retyping the same invoice.
SimpleERP fills the fields from your customers and products. Seven days free, no card.