The paperwork that makes a small business look established, done in minutes.
Small businesses lose time and money to paperwork. These tools turn the documents you send every week into a quick form: fill it in, tap download, send it on WhatsApp or email.
Made for: Shop owners and market traders who want proper receipts and price lists, Service businesses that quote, invoice and deliver, Small teams paying staff and tracking expenses, Anyone who has ever written a receipt on the back of a notebook page.
Every sale tells a short story, and each document is one chapter. A quotation says what you will do and for how much. A proforma invoice lets a customer arrange payment or approval before you deliver. The invoice asks for payment, the delivery note proves the goods arrived, and the receipt confirms you were paid. You do not need all five for every sale, but knowing which one fits saves a lot of confusion later.
Numbering matters more than people think. Give each type of document its own sequence, such as INV-001, INV-002, and never skip or reuse a number. If a customer disputes a payment, or a tax officer asks questions, a clean run of numbers shows that nothing has gone missing. Keep a copy of everything you send, even if it is just the PDF saved in a folder on your phone.
Staff deserve paperwork too. A payslip shows what someone earned, what was deducted and what they actually received, and many lenders and landlords ask to see them. Expense reports stop the awkward conversation about who paid for the fuel or the printer ink. In many countries employers are expected to keep pay records, so starting early is simply good practice.
Finally, look consistent. Use the same business name, logo and contact details on every document, letter and email signature, and keep your payment details in the same place each time so nobody pays the wrong account. Customers notice these small things, and a business that looks organised is far easier to trust with a deposit, a repeat order or a referral to a friend.
A quotation offers a price. A proforma invoice is a preliminary bill, often used so a customer can arrange payment or approval before goods are delivered. An invoice is the actual request for payment for goods or services supplied.
Yes. Add your logo to any business document. It stays on your device and is never uploaded to us.
Only if you are registered for it. Rules and thresholds differ by country, so check with your tax authority or an accountant. If you are not registered, leave the tax rate at 0.
Yes. Download as a PDF or image and share it straight to WhatsApp, email or any app on your phone.
These documents are templates to help you record and request payment; you are responsible for their accuracy and for meeting your local tax and record-keeping rules, and they must never be used to create false or misleading records.