Financial & Transactions Templates & Legal Forms
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About Financial & Transactions Documents
Take your business to the next level with our financial planning documents. Whether you're starting a new venture or growing an existing business, our templates help you create detailed business plans and financial statements that impress investors and guide your success.
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Popular Financial & Transactions Documents
| Document Name | Description | Actions |
|---|---|---|
A balance sheet is a statement of your business' financials; it includes your business' assets, liabilities and net worth. Learn More › | ||
A profit and loss statement, also known as an income statement, is a formal financial document that shows the revenues and expenses of a business and is used to demonstrate the business' profitability. Learn More › | ||
An invoice is used to list services or products that are being purchased by a buying party. In addition to services and products purchased, the invoice will include the individual and total prices for the order. Purchase orders and invoices can serve as a bill or reciept. Learn More › | ||
A receipt will be given to a customer as a record of purchase. This general receipt can be used for different needs including as a general sales receipt for businesses, a receipt for property payments or for any type of purchase. Learn More › | ||
An income statement, also known as a profit and loss statement, is a formal financial document that shows the revenues and expenses of a business and is used to demonstrate the business' profitability. Learn More › |
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