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.

• 🧾 Free Receipt Tracking Template

  Below is a ready-to-use receipt log: every column a small business needs to track receipts by date, vendor, category, and amount. Copy it into a spreadsheet and start logging — or let Nika read receipts from your inbox automatically.

• 🏦 Free Bank Reconciliation Template

  Below is a bank reconciliation worksheet: match every transaction in your ledger against your bank statement, spot the differences, and confirm the adjusted balance. Copy it into a spreadsheet and reconcile monthly.

• 💸 Free Accounts Payable Template

  Below is a complete accounts payable tracker: every column you need to manage bills — vendor, invoice number, amount, due date, and payment status. Copy it into a spreadsheet and never miss a due date again.

• 📥 Free Accounts Receivable Template

  Below is a complete accounts receivable tracker: client, invoice number, amount, due date, and collection status. Copy it into a spreadsheet and know exactly who owes you money and how late they are.

• 🚗 Free Mileage Log Template

  Below is a complete mileage log: date, destination, business purpose, starting and ending odometer readings, and total distance. Copy it into a spreadsheet and claim every kilometre you are entitled to.

• 📈 Free Profit and Loss Statement Template

  Below is a full profit and loss statement structure: revenue, cost of goods sold, gross profit, operating expenses, and net profit. Copy it into a spreadsheet, plug in your numbers, and see exactly where your business stands.

• ⚖️ Free Balance Sheet Template

  Below is a full balance sheet structure: current and fixed assets, current and long-term liabilities, and equity. Copy it into a spreadsheet, enter your figures, and confirm that Assets = Liabilities + Equity.

• 💧 Free Cash Flow Statement Template

  Below is a full cash flow statement structure: operating activities, investing activities, and financing activities — ending with the net change in cash. Copy it into a spreadsheet and see exactly where your money came from and where it went.

• 📋 Free Proforma Invoice Template for Small Business

  A proforma invoice is a preliminary bill sent before work is completed. Below is the full structure — every field, every section. Copy it or let Nika generate proformas automatically.

• 💬 Free Quote Template for Small Business

  Below is the full structure of a professional price quote — every field a customer expects before they say yes.

• 📊 Free Small Business Budget Template

  Below is the structure of a working business budget — monthly revenue targets, fixed and variable costs, and a cash-flow projection.

• ⏱️ Free Employee Timesheet Template

  Below is a working timesheet structure — daily hours, project tracking, and a weekly summary.

• 📦 Free Packing Slip Template

  Below is the structure of a packing slip — the document that goes inside a shipment so the buyer can verify contents.

• 💵 Free Petty Cash Log Template

  Below is the structure of a petty cash log — the record of small cash expenses that do not go through the bank.

• 🚚 Free Delivery Note Template

  Below is the structure of a delivery note — the document that accompanies a shipment and serves as proof of delivery.

• 💰 Free Daily Cash Report Template

  Below is a template for tracking daily cash movement — the opening balance, money in, money out, and the closing count.