Finance & Accounting

This invoice template is used to bill clients for goods or services rendered. It provides a clear breakdown of costs, payment terms, and contact information for both parties.

This document outlines the terms and conditions for splitting commissions between two or more parties. It is essential for formalizing agreements in sales or partnership contexts.

This template is used to formally document the Board of Directors' approval of a revised annual budget following significant changes or unforeseen circumstances. It ensures that all budgetary adjustments are officially sanctioned and recorded.

A comprehensive template for tracking employee leave efficiently, ensuring compliance with South African labor laws.

This Consulting Engagement Letter template is used to formalize the agreement between a consultant and a client for specific consulting services. It outlines the scope of work, fees, terms, and conditions to ensure clarity and mutual understanding before the commencement of a project.

This template is an agreement between an architect and a client for architectural services. It should be used to formally outline the scope of work, fees, and terms of engagement for building design projects.

This template provides a formal board resolution document for South African companies to approve the declaration of a dividend to shareholders and the approval of an intercompany or director's loan, ensuring compliance with the Companies Act of 2008.

This template is used to generate a professional receipt for goods sold or services rendered, providing a record of the transaction for both the buyer and the seller. It ensures clarity and proper accounting for all exchanges.

This template is a reminder to clients that the prices quoted in a previous quotation are valid for a limited period and encourages them to promptly confirm their order to avoid price changes. It is useful for businesses to prompt action on outstanding quotes.

This agreement template is for businesses providing internet advertising services to clients. It outlines the terms and conditions, service specifics, payment structure, and legal obligations for both parties.

This template is an agreement for services provided between two related companies, outlining the terms and conditions to ensure proper governance and transfer pricing compliance within a corporate group.

This worksheet helps new businesses estimate and track their initial start-up costs. It is essential for financial planning and securing funding.

This template is a formal letter to a customer, informing them that their invoice is attached. It is used to accompany an invoice and provide a brief overview or additional context.

This Price Quotation template is used to provide a prospective client with a formal offer detailing the costs of goods or services. It is suitable for businesses across Southern Africa when presenting pricing information.

A comprehensive checklist for South African SMEs to ensure all necessary documentation and information are prepared for tax registration with SARS.

This template helps businesses identify and implement cost reduction strategies. It provides a structured approach to analyze expenditures, identify potential savings, and track the impact of cost-cutting measures.

This Payment Schedule outlines the agreed-upon dates and amounts for payments between two parties. It is used to formalize payment terms for services rendered or goods supplied over a period.

A Credit Memo is issued to a customer to reduce the amount they owe due to returns, allowances, or billing errors. This template provides a standardized format for issuing such memos in a Southern African business context.

This template acknowledges the receipt of an installment payment made by a customer or debtor, detailing the payment amount, date, and remaining balance. It is used to provide formal confirmation of a payment received as part of an installment plan.

This Equipment Purchase Agreement template can be used by businesses in Southern Africa to formally document the sale and purchase of equipment between a seller and a buyer. It outlines the terms and conditions of the sale, including equipment details, price, payment terms, and delivery.

This template is used by a supplier to formally notify a customer that a payment was received late, and therefore any previously agreed-upon discount for early or prompt payment is no longer applicable. It also demands the settlement of the outstanding discount amount.

This document is a legally binding agreement between a catering service provider and a client for the provision of catering services at an event. It specifies the terms and conditions, menu, service details, payment terms, and cancellation policy.

This template is a concise sales proposal used to present products or services to potential clients. It is ideal for situations requiring a brief yet professional overview.

This Online Subscription Agreement is for businesses offering online services or software. It outlines the terms and conditions under which a subscriber can access and use the online service.

This template is used to formally terminate a lease agreement between a landlord and a tenant by mutual consent. It outlines the terms of the cancellation, including key dates, financial arrangements, and responsibilities.

This document provides a comprehensive calendar of South African compliance deadlines for Small and Medium Enterprises (SMEs) to ensure timely adherence to regulatory requirements.

This letter template is used to formally respond to a bill or invoice that has been issued incorrectly, despite a payment already having been made. It serves to dispute the charges and request a correction to the billing record.

This template is a formal payment instruction to allocate funds received to specific outstanding invoices or accounts. It should be used when making a payment that needs to be precisely accounted for against particular debts or services to avoid misapplication of funds.

This document outlines best practices for managing cash flow within a small to medium-sized enterprise. It provides a structured approach to monitoring, forecasting, and optimizing cash flow to ensure business stability and growth.

This letter template formally denies a customer's request for an additional discount. It is used when a business has reviewed the request and determined that further reductions are not feasible or warranted based on their pricing policies and commercial terms.