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- Free invoice generator The home page, and the document picker.
- Sitemap This page: every page on the site.
Documents
- Invoice Bill a client and get paid
- Quote A firm price, before the job
- Estimate A costed figure to work from
- Proforma Invoice Costs before a shipment moves
- Purchase Order Tell a supplier what you need
- Receipt Confirm the money landed
- Credit Note Correct an invoice you sent
- Delivery Note Travels with the goods
- Job Card Work booked in and signed for
- Goods Received Note Record what actually arrived
- Statement of Account What a customer still owes
Learn
- Blog Notes on building Opsliy, and on the small paperwork problems it keeps running into.
- Guides Short, practical writing on the paperwork side of running a small business. No filler, no gated PDFs.
- Help How the sheet works, what the buttons do, and what to do when something looks wrong.
- FAQs The questions that come up most, answered plainly, with a pointer to the page that goes deeper.
Guides
- What goes on an invoice The fields that make an invoice payable, and the ones that only look official.
- Quote or estimate? One binds you to a price. The other doesn't. Knowing which you sent matters.
- Getting paid on time What actually shortens the gap between sending an invoice and seeing the money.
- Numbering your documents A numbering scheme you won't regret in eighteen months.
- Fixing an invoice you already sent Why you issue a credit note instead of editing the original.
- A credit note template The one field that makes a credit note useful, and the one that makes it useless.
- How to write a delivery note The paper that travels with the goods, and why it carries no prices.
- How to write an estimate Pricing a job whose scope you cannot see yet, without writing yourself a trap.
- How to write a job card The record of what you were given, what condition it was in, and what you agreed to do.
- What is a goods received note The record your own team writes when a delivery arrives, and why the supplier's note is not enough.
- What is a proforma invoice A priced document that is not a bill, and the confusion that causes when it is treated as one.
- How to raise a purchase order Your written instruction to a supplier, and the reference everything afterwards is checked against.
- How to write a receipt What a receipt has to prove, and the fields that make it stand up later.
- How to write a statement of account A monthly summary of an account, sent alongside invoices rather than instead of them.
- How to write a quote that wins work A quote is an offer you can be held to. Here is how to make one you are happy to be held to.
- A delivery note template Set it up once with the signature block on and the prices off.
- Credit note or refund One is paperwork, the other is money. Confusing them leaves accounts that never balance.
- An estimate template you can reuse Build it once with your assumptions and tolerance already in place, and stop rewriting them.
- A job card template Built so the condition section gets filled in, because that is the one that gets skipped.
- A goods received note template Designed so the person holding it has to count, rather than tick.
- Proforma invoices for customs What border authorities look for, and the fields that cause delays when they are missing.
- A purchase order template Fix your details and approval rules once, and raising an order takes two minutes.
- A receipt template you can reuse Set it up once with your details and payment methods, and issuing one takes under a minute.
- A statement of account template Set up the columns once and a monthly statement takes five minutes per customer.
- A quote template you can reuse The parts that stay the same job to job, and the parts that must never be left in.
- Delivery note or packing list They overlap, they are not the same, and shipping the wrong one causes avoidable delays.
- When the final bill differs from the estimate How to handle the gap, what to show on the invoice, and how to avoid the argument entirely.
- Approving extra work on a job The authorisation limit, the phone call, and why a text message is worth more than a nod.
- Short and damaged deliveries What to do in the ten minutes while the vehicle is still there.
- A proforma invoice template Build in the fields customs asks for, and the line that stops it being treated as a bill.
- Three way matching, explained simply The check that stops you paying for twelve when eleven arrived.
- Receipt or invoice, and when to send which One asks for money. The other confirms it arrived. Sending the wrong one causes real problems.
- Open item or balance forward Two ways to lay out a statement, and which one your customer's accounts team can actually use.
- How long a quote should last Why every quote needs an expiry date, how long to make it, and what to do when it lapses.
Blog
- The eleven documents a small business needs A short tour of the paperwork that actually comes up, and which document belongs at which moment.
- Putting a QR code on your invoice A payment link your customer can scan instead of typing an account number.
- Making an invoice on your phone Billing from the job, before you forget, without installing anything.
- Invoicing a client in another currency Which currency to bill in, who absorbs the bank charges, and the fields that stop a payment going astray.
- Printable invoices you can fill in by hand For the jobs where a laptop is not coming out of the van, and paper still wins.
- Invoicing for tradespeople Parts and labour on separate lines, callout fees that do not surprise anyone, and billing before you leave the job.
- Invoicing for photographers Day rates, usage licences, expenses and the deposit that protects a booked date.
- Billing a retainer without losing track The same amount every month is the easiest thing to bill and the easiest thing to forget.
- Invoicing for cleaning businesses Regular visits, one-off deep cleans and materials, billed so nobody has to work out what they are paying for.
- Invoicing when it is a side business You have a job, you have a few customers, and you need paperwork that takes minutes rather than an evening.
- Setting up your paperwork on day one Thirty minutes now saves the scramble in month three, when a customer asks for something you never set up.
- Deposits and staged payments How to ask for money up front without it feeling like distrust, and how to document it so nothing gets lost.
- Payment terms, explained What Net 30 actually means, which terms to offer, and why a date beats a period every time.
- When an invoice is disputed A customer says the bill is wrong. Here is how to work out whether it is, and how to fix it on paper either way.
- Turning a quote into an invoice The job is done and the quote was accepted. Getting from one document to the other should take two minutes, not twenty.
- Paperwork for returns Goods come back more often than anyone plans for. Three documents keep it from turning into an argument about who has what.
- Custom labels on your documents Every heading on the sheet is editable. Change the ones that do not match your trade, save once, and the vocabulary is yours.
- Invoicing without an internet connection A basement, a rural site, a plane. The work still happened, and the paperwork should not have to wait for a signal.
- Organising your invoice files Nothing is stored for you, so the folder on your own machine is the whole record. It is worth ten minutes of structure.
- Adding your logo to an invoice A logo makes a document look like it came from a business. It also prints badly more often than anything else on the page.
- How long to keep your invoices Longer than you think, and the obligation is yours rather than any software's. Here is what to keep and in what form.
- A ten minute invoicing routine Most people invoice in a bad hour on a Sunday. A fixed slot on a fixed day turns it into a short, dull, reliable task.
- When a free invoice tool is enough For a great many businesses, a page that makes a correct document is the entire requirement. Here is where that stops being true.
- Billing expenses back to a client Travel, materials, printing, a courier. Recharging costs is easy to get wrong and easy to get right, and the difference is agreeing it first.
- When a customer pays the wrong amount Short by a hundred, over by a thousand, or a round figure that matches nothing. Three situations, three pieces of paper.
Company
- About Opsliy Eleven document tools for small businesses, built under one unusual rule.
- Accessibility What has been done, what is known to be imperfect, and how to tell us we are wrong.
- Contact Bug reports, missing document types, and anything that printed wrong.
- Release notes What changed, when, and why. Newest first.
Legal
- Cookies This site sets no cookies. Here is the detail, and what to check if you ever see one.
- Privacy A short page, because there is not much to say. Nothing you type is sent anywhere.
- Terms of use The terms you accept by using Opsliy, and the ones your own customers never see.