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Billing and operations templates

Billing documents are the classic one-record-one-document job: the layout never changes, the content always does. Every template here is a Google Doc so line-item tables grow and pages break on their own.

8 templates · background reading: Mail merge software

Invoice template for Google Docs: the actual Google Docs template Google Docs

Invoice template for Google Docs

A billing document with a line-item table that grows with the job, generated one per record from your billing data.

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Purchase order template: the actual Google Docs template Google Docs

Purchase order template

A buyer-issued order to a supplier listing what is being bought and on what terms, generated one per order from your purchasing data.

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Receipt template: the actual Google Docs template Google Docs

Receipt template

A record of a payment received, listing what it settles, generated one per payment from your payments data.

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Statement of account template: the actual Google Docs template Google Docs

Statement of account template

A period summary of a customer's invoices, credits and payments with a running balance, generated one per account from your ledger data.

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Credit note template: the actual Google Docs template Google Docs

Credit note template

A document that cancels part or all of an invoice, naming the lines credited and the reason, generated one per credit from your billing data.

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Delivery note template: the actual Google Docs template Google Docs

Delivery note template

A record of goods handed over and signed for on arrival, generated one per delivery from your dispatch data.

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Packing slip template: the actual Google Docs template Google Docs

Packing slip template

A contents list that travels inside the box with quantities and no prices, generated one per shipment from your order data.

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Work order template: the actual Google Docs template Google Docs

Work order template

An authorisation for a job to be carried out, with labour and parts lines and a sign-off block, generated one per job from your scheduling data.

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Common questions, answered

Can I generate a batch of invoices in one run? +
Yes. Point the template at the table or query that holds the billing records and one run produces one document per row, each with its own line items and totals.
Where do numbering and totals come from? +
From your data. Invoice numbers, dates, tax and totals are fields you already hold in Airtable, Sheets, a database or your billing system; the template places them, it does not calculate them for you.

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