Formats & templates

Formats and free templates for Indian businesses

Invoice, GST invoice, quotation, challan, notes, receipts and the books — what each must contain, a filled sample and a template you can print, save as PDF or open in Excel.

A format is the layout of a business document: which details go where, which are required by law and which are simply good practice. Each page below explains one document as it is used in India — when you issue it, what it must show (for GST documents, what the CGST Rules ask for), a worked example with ₹ figures and the mistakes that cause trouble later.

Every page has a rendered sample with realistic Indian details and a free template: transaction documents print or save as an A4 PDF straight from the page, as a filled sample or a blank form for a hand-written bill book; the books and reports — balance sheet, profit and loss, sales report, cash book and ledger statement — also download as a CSV that opens in Excel.

Want to fill one in rather than print a blank? The matching free tools work out CGST and SGST or IGST from the two states, write the amount in words in lakh and crore, add your logo and a UPI QR, and share on WhatsApp — all inside your browser.

Sales & GST documents

The bill and what follows it: tax invoice, cash memo, receipt, and the notes that correct an invoice.

Invoice format for Indian businessesWhat a sales bill must show, how to number it, and a free printable invoice template.GST tax invoice formatRule 46 fields, CGST/SGST vs IGST, copies and time limits, with a ready template.Bill book formatPrinted GST bill book, cash memo or bill of supply: layout, numbering and copies.Payment receipt formatAcknowledge money received by cash, UPI, cheque or bank, against which bill.Credit note format under GSTReduce an issued invoice for returns or price cuts — Section 34 and Rule 53 fields.Debit note formatRaise the value of an issued invoice, or record a purchase return — with Rule 53 fields.

Before the sale & moving goods

Quoting, confirming, ordering and sending goods out.

Quotation formatRates, GST, validity and terms laid out so the buyer can say yes quickly.Estimate formatAn approximate job cost for repairs, interiors and contract work — with clear assumptions.Proforma invoice formatA draft bill to confirm an order and collect an advance — not a tax invoice.Purchase order formatThe buyer's written order: items, rates, delivery and terms the supplier accepts.Work order formatScope, rates, timelines and terms for contract, repair and job work.Delivery challan formatWhen goods move without an invoice: Rule 55 cases, fields and copies.

Books & reports

The statements an owner, banker or CA reads: printable tables with a CSV for Excel.

Balance sheet formatWhat you own and owe on one date — vertical and T-format layouts with a worked example.Profit and loss account formatSales, costs, gross and net profit for a period — with a trader's worked example.Sales report formatDaily, item-wise, party-wise and salesperson-wise sales layouts that owners actually read.Cash book formatSingle, double-column and petty cash book layouts with daily balancing.Ledger statement formatParty statement with opening balance, debits, credits and running balance.

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Make these from your Tally, on the phone.

Quotations, proforma invoices, challans and invoices written into TallyPrime and shared on WhatsApp; P&L, Balance Sheet and ledgers for the whole team. 14-day free trial.

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