Resources | Templates

Downloadable Resources

Downloadable Resources

Simplify your financial operations with our free, easy-to-use business templates. From organizing payments to tracking expenses, these resources help you stay efficient and in control. Download, customize, and get back to growing your business.

Simplify your financial operations with our free, easy-to-use business templates. From organizing payments to tracking expenses, these resources help you stay efficient and in control. Download, customize, and get back to growing your business.

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ACH Form

Easily authorize ACH payments with this secure form. It allows businesses to collect payments directly from a customer’s bank account while reducing processing fees.

remittance advice
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Remittance Advice Template

Provide clear payment details to suppliers or vendors for accurate record-keeping. This document helps prevent miscommunication and ensures transactions are properly documented.

Credit Card Authorization Form

Credit Card Authorization Form

Securely collect and store customer consent for future credit card transactions. This form helps protect against fraud and ensures compliance with payment security standards.

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Credit Card Fee Sign

Clearly display credit card processing fees to maintain transparency at checkout. This sign helps set expectations and ensures customers are informed before making a payment.

Company Cash Flow Planner

Company Cash Flow Planner

Track, manage, and predict your company’s cash flow with this customizable spreadsheet. Monitor your business’s income and expenses in an effort to maintain financial stability.

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Payment Reminder Email

Professionally remind customers about upcoming or overdue payments with a well-structured email. Choose between 8 templates to help improve cash flow and maintain relationships.

Payment Request form
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Payment Request Form

Request payments in a structured and professional manner. This form ensures that all the necessary details are included, making transactions smoother and more efficient.

Recurring Payment Authorization Form
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Recurring Payment Authorization Form

Use this form to securely authorize automatic recurring payments. Streamline your billing and minimize late or missed payments.

Chargeback Rebuttal letter 
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Chargeback Rebuttal Letter

Respond to chargebacks with a well-crafted, professional dispute letter. This template helps businesses present a strong case and increases the chance of recovering lost revenue.

Refund and Cancellation Policy Template
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Refund and Cancellation Policy

Clearly outline your refund and cancellation terms. This template helps reduce disputes and ensures a smooth resolution process.

invoice template (net 30)
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Invoice Template

Create professional invoices with specific payment terms to set clear expectations. This template helps businesses manage accounts receivable and improve cash flow.

Check request form
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Check Request Form

Standardize and document check payment requests for better financial oversight. This form ensures proper authorization and reduces errors in issuing payments.

bank reconciliation template

Bank Reconciliation Template

Match bank statements with accounting records to ensure accuracy. Catch discrepancies and maintain financial integrity with this template.

Proven to get you paid
faster with less work

Proven to get you paid
faster with less work

No contracts | No commitment | Unlimited support