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Business & Money

Small Business Invoice & Quote Template Pack

12 ready-to-fill business forms: invoice, quote, receipt, timesheet, reminders, service agreement — plus terms glossary, numbering system, collection scripts.

$3.99

Product Description

Late payments are a document problem before they are a client problem. This pack fixes the documents. It opens with the 10 elements accounts-payable teams require before an invoice enters their system (invoice number, issue date, itemized lines, visible math, due date, payment methods, terms, PO field) and the automatic-rejection triggers that stall payment — then gives you every form to produce them. Twelve ready-to-fill tables: a full invoice with tax and terms blocks; a quote with scope, exclusions, and acceptance signature; the quote-to-invoice conversion sheet that keeps wording identical between documents (the #1 dispute source); a receipt; three-stage collection emails (day-after-due assumes logistics not intent, day-7 requests the blocker, day-14 sets a hard date with a consequence you will actually execute); a late-fee notice; a billable-hours timesheet; an expense log with receipt-tracking columns; a purchase-order request; and a one-page service agreement with fill-in clauses for scope, revisions, kill fee, ownership transfer, and termination. The operations section adds the payment-terms glossary with exact definitions (Net 15/30/60, 2/10 Net 30, 50/50, retainer, milestone — and when to use each), numbering styles that survive audits, the 20-minute weekly quote-to-cash rhythm, an accounts-receivable dashboard with aging buckets, and a tax-time handoff checklist covering the US $600 1099-NEC threshold, W-9 collection, sales-tax nexus caveat, and quarterly estimated-tax dates with a clear accuracy note to verify with your accountant. Ends with a pre-send quality gate. Copy the tables into any word processor or print and fill. Personal-use license, instant download.

What you get

3 files · 5.45 MB

  • small-business-invoice-quote-template-pack-promo15.mp4MP4 · 3.78 MB
  • small-business-invoice-quote-template-pack-promo.mp4MP4 · 1.36 MB
  • small-business-invoice-quote-template-pack_v1.zipZIP · 331.73 KB

Included in Getly Pro

Download with your Pro subscription

LicencePersonal use only
PublishedOct 1, 2026
File size5.45 MB
File formatMP4
Versionv1.0

Tags

invoice templatequote templatesmall business formsfreelancer invoicingestimate templatepayment reminderservice agreementreceipt templatetimesheetbusiness paperwork
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Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Personal use only. Use it for yourself - not in work you sell or hand to a client - and do not resell or redistribute the file.

What's your refund policy?

You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 3 files - MP4, ZIP - 5.45 MB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$3.99