Free Bookkeeping and Invoice Templates
Free, ready-to-use templates for invoices, expense reports, bookkeeping spreadsheets, and more — or automate them entirely with Nika.
- 🧾 Free Invoice Template for Small Business
Below is the full structure of a professional invoice — every field, every section. Copy it into a spreadsheet or word processor and fill in your details. Or skip the manual work and let Nika generate and send invoices automatically.
- 📊 Free Expense Report Template
Below is a complete expense report structure: header, line-by-line expense entries with categories, totals, and an approval section. Copy it into a spreadsheet and start logging receipts.
- 📒 Free Bookkeeping Spreadsheet Template
Below is the column structure for a working bookkeeping spreadsheet: date, description, account, income, expense, and running balance. Set it up once and log every transaction as it happens.
- 🗂️ Free Chart of Accounts Template
Below is a standard chart of accounts structure: five account types (Assets, Liabilities, Equity, Income, Expenses) with sample account numbers and descriptions. Adapt the account names to your business.
- 📦 Free Purchase Order Template
Below is a complete purchase order structure: PO number, supplier details, line items, delivery terms, and an approval signature. Copy it into a document or spreadsheet.
- ↩️ Free Credit Note Template
Below is the full structure of a credit note: a unique number, a reference to the original invoice, the reason for the credit, and the corrected line items and totals.
- 📋 Free Vendor Payment Tracker Template
Below is a complete vendor payment tracker: columns for every supplier invoice, its due date, payment status, and reconciliation. Set it up as a spreadsheet and never miss a due date.
- ✅ Free VAT Return Checklist Template
Below is a complete VAT return checklist — every box you need to tick before filing. Work through it in order and you won’t miss a figure or a deadline.