Return to site

Receipts 1 9 2 – Smart Document Collection

broken image


Multipart article

Whether you're operating a small retail business or need an order form for nonprofit fundraising, order forms can serve a variety of business needs, including fulfilling online sales, creating construction and maintenance work orders, and ordering services such as catering or photography. Below, you'll find a variety of work order templates, all of which are free to download, easy to use and customize, and printable.

If the employee presents an acceptable receipt for Form I-9 showing that he or she applied to replace a document that was lost, stolen or damaged, the employer must set aside this employee's Form I-9 and wait to create a case in E-Verify. When the employee provides the actual document for which the receipt was presented, the employer must update the employee's Form I-9 and then create a. Publication 1 (Rev. 9-2017) Catalog Number 64731W Department of the Treasury Internal Revenue Service www.irs.gov 1. The Right to Be Informed Taxpayers have the right to know what they need to do to comply with the tax laws. They are entitled to clear explanations of the laws and IRS procedures in all tax forms. A Microsoft receipt template is just the ticket. A receipts template is free, customizable, and works well in a variety of situations. Use Excel's classic blue sales receipt to provide detailed payment information to your customers. This sales receipt offers formatted fields for taxes, discounts, unit prices, subtotals, and more.

Generic Product Order Forms

Purchase Order Template

Purchase orders are often used between businesses when a buyer is requesting goods from a supplier. Customers can use this purchase order template to let a seller know which items they want shipped. Once the order has been fulfilled, the seller can complete the sales process with an invoice and payment receipt. This is a Google Sheets template that you can easily save to a Google Drive account and view on a mobile device.

Download Purchase Order Template

Excel | Google Sheets | Smartsheet

Keep deals moving forward with sales pipeline management in Smartsheet

Smartsheet is a cloud-based platform that allows sales teams to effectively manage pipelines by creating one location to track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting. See Smartsheet in action.

Sales Order Form Template

Use this template for either a sales invoice or order form. The Microsoft Excel template includes all the details of an order, such as an itemized list of products, quantities ordered, unit prices, and total cost. There is also room to add payment terms and conditions or other information that customers require. The template automatically calculates costs, including taxes and shipping charges.

Wholesale Order Form

This basic, printable order form makes it easy to list an entire catalog of items for sale along with wholesale prices. Customers can list quantities of items they wish to order and provide shipping and billing information. Customize the template by adding a company logo and terms and conditions for wholesale orders, product returns, or payment policies.

Download Wholesale Order Form

Macbook pro webcam. Excel | Word | PDF

Inventory Order Form

If you're managing inventory for a retail or wholesale business, this template is designed to keep track of when items need to be ordered. In order to facilitate your inventory planning and ordering process, the spreadsheet includes columns for tracking stock quantities, how many items need to be reordered, and days per reorder. The template also has drop-down menus on each column for easy sorting and filtering.

Supply Order Form Template

Use this template to submit a request for office supplies. The form can be used in any setting that requires approval before purchasing supplies, such as a business, school, or research lab. List the number and type of supplies needed, a date for the order request, and contact info. The template also includes signature lines for documenting approval. Save the template to your Google Drive for easy sharing with a manager or purchasing department.

Download Supply Order Form Template

Excel | Word | PDF | Google Sheets

Receipts 1 9 2 – smart document collections

Return Order Form

Create a return order form that you can send to customers or allow them to download from your website. Adjust the template to suit your business needs and products, and add your refund and exchange policies to create a comprehensive form. Customers can list the items being returned along with the reason and other pertinent details. Making returns and exchanges simple is one way to support and foster customer relationships.

Colorsnapper 2 color picker app 1 6 1. Download Return Order Form

Word | PDF

Order Form Templates by Product or Service Type

Food Order Form

Restaurants, caterers, bakeries, and other businesses that provide food products or services can provide customers with this order form. Use it for special orders, events, or everyday purchases. The format of the template makes it simple to modify for use as an invoice or packing slip.

Download Food Order Form

Excel | Word | PDF

T-Shirt Order Form

This template is appropriate for a small business selling custom t-shirts, or for a group to use when collecting orders from team members, such as for a sports team, company event, or fundraiser. Users can enter the size, color, and number of shirts ordered. The template includes an order number for record keeping and space for adding instructions or policies.

Download T-Shirt Order Form

Excel | Word | PDF

Cake Order Form Template

Cake decorators, bakers, and wedding planners may all find this template useful. Customers can use the form to place orders for specialty cakes, listing details such as flavor and design. Update the order form to reflect the type of cakes or services you offer. You can also include a delivery date, customer address, and notes about the order.

Download Cake Order Form Template

Excel | Word

Photography Order Form

This photography order form includes a price list to assist customers in choosing products or services to purchase. The template can be used after a photo shoot when clients need to order prints. Alternatively, photographers can list all potential services and use the order form to communicate with customers and tracking upcoming photo sessions. Add your own details about payment policies, discounts, or shipping.

Download Photography Order Form

Excel | Word | PDF

Fundraising Order Forms

Fundraising Order Form

Add whatever items you are selling to this fundraiser template to create a simple order form. Buyer names and contact information are listed on the left, and quantities and costs are listed on the right. This is an easy way to collect and keep track of orders when raising funds for a school, club, community project, or other charitable endeavor.

Download Fundraiser Order Form

Excel | Word | PDF

Donation Form Template

Print and send this form to potential donors as part of a newsletter or brochure. Donors can enter their contact and payment information and then return the form. This form can also be used when collecting donation items rather than cash payments. If needed, the template could also serve as a donation receipt.

Job and Change Order Form Templates

Change Order Template

A change order is an important tool for adjusting construction contracts when work on a project needs to be added, removed, or changed. This template provides space for an overview of the changes needed, contract details, and a breakdown of costs, including materials, labor, and equipment. Attach any required documents to support the order and justify the changes requested.

Download Change Order Template

Word | PDF | Smartsheet

Repair Work Order Form

Use this job order form to request repairs to an apartment, office space, or other location. The template includes a work order number for tracking incoming orders and sections for describing the repair work needed, start and end dates, and approval signatures. You can specify whether the repairs are to be done by appointment or if the repair person has authorization to enter the property at any time.

Receipts 1 9 2 – Smart Document Collection

Return Order Form

Create a return order form that you can send to customers or allow them to download from your website. Adjust the template to suit your business needs and products, and add your refund and exchange policies to create a comprehensive form. Customers can list the items being returned along with the reason and other pertinent details. Making returns and exchanges simple is one way to support and foster customer relationships.

Colorsnapper 2 color picker app 1 6 1. Download Return Order Form

Word | PDF

Order Form Templates by Product or Service Type

Food Order Form

Restaurants, caterers, bakeries, and other businesses that provide food products or services can provide customers with this order form. Use it for special orders, events, or everyday purchases. The format of the template makes it simple to modify for use as an invoice or packing slip.

Download Food Order Form

Excel | Word | PDF

T-Shirt Order Form

This template is appropriate for a small business selling custom t-shirts, or for a group to use when collecting orders from team members, such as for a sports team, company event, or fundraiser. Users can enter the size, color, and number of shirts ordered. The template includes an order number for record keeping and space for adding instructions or policies.

Download T-Shirt Order Form

Excel | Word | PDF

Cake Order Form Template

Cake decorators, bakers, and wedding planners may all find this template useful. Customers can use the form to place orders for specialty cakes, listing details such as flavor and design. Update the order form to reflect the type of cakes or services you offer. You can also include a delivery date, customer address, and notes about the order.

Download Cake Order Form Template

Excel | Word

Photography Order Form

This photography order form includes a price list to assist customers in choosing products or services to purchase. The template can be used after a photo shoot when clients need to order prints. Alternatively, photographers can list all potential services and use the order form to communicate with customers and tracking upcoming photo sessions. Add your own details about payment policies, discounts, or shipping.

Download Photography Order Form

Excel | Word | PDF

Fundraising Order Forms

Fundraising Order Form

Add whatever items you are selling to this fundraiser template to create a simple order form. Buyer names and contact information are listed on the left, and quantities and costs are listed on the right. This is an easy way to collect and keep track of orders when raising funds for a school, club, community project, or other charitable endeavor.

Download Fundraiser Order Form

Excel | Word | PDF

Donation Form Template

Print and send this form to potential donors as part of a newsletter or brochure. Donors can enter their contact and payment information and then return the form. This form can also be used when collecting donation items rather than cash payments. If needed, the template could also serve as a donation receipt.

Job and Change Order Form Templates

Change Order Template

A change order is an important tool for adjusting construction contracts when work on a project needs to be added, removed, or changed. This template provides space for an overview of the changes needed, contract details, and a breakdown of costs, including materials, labor, and equipment. Attach any required documents to support the order and justify the changes requested.

Download Change Order Template

Word | PDF | Smartsheet

Repair Work Order Form

Use this job order form to request repairs to an apartment, office space, or other location. The template includes a work order number for tracking incoming orders and sections for describing the repair work needed, start and end dates, and approval signatures. You can specify whether the repairs are to be done by appointment or if the repair person has authorization to enter the property at any time.

Download Repair Work Order Form

Excel | Word | PDF

Receipts 1 9 2 – Smart Document Collections

Vehicle Maintenance Order Form

Like all work orders, this template describes what work is to be completed, but it is specifically designed for automotive maintenance or repairs. Fields are provided for entering details about the vehicle, labor required, the quantity and prices for parts needed, and the total cost. Users can quickly see a breakdown of work and costs along with the projected completion date.

Maintenance Work Order

This maintenance job order is designed to function as a request form for a wide range of work, from vehicles and equipment to property or landscaping. It can be used as a general task order form for any type of work. Enter client information, work location and dates, and terms of service. There is an itemized section for adding work details and hourly rates or unit prices. The template calculates subtotals and the total amount owed for the work requested.

Streamline Data Collection with Smartsheet Forms

Order forms are a critical part of many businesses, but how you utilize that data and the tools you use to collect it can be just as crucial to success. That's why having an online tool that allows for real-time information collection and management can make all the difference.

Smartsheet is an enterprise work execution platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 74,000 brands and millions of information workers trust Smartsheet as the best way to plan, capture, track, automate, and report on work.

https://hereaload958.weebly.com/samsung-link-mac.html. Smartsheet forms enable businesses to streamline data collection and speed execution with real-time, error-free information. Easily create and customize forms to collect data, from anyone on any device, that is automatically saved into Smartsheet in a structured format. Gather information from internal and external stakeholders, reduce errors, and accelerate action with Smartsheet forms.

Discover how Smartsheet forms empower teams to speed execution with fast, easy data collection.

Receipts 1 9 2 – Smart Document Collection Center

Save time and streamline data collection with Smartsheet Forms.

Source documents are the physical basis upon which business transactions are recorded. Source documents are typically retained for use as evidence when auditors later review a company's financial statements, and need to verify that transactions have, in fact, occurred. They usually contain the following information:

  • A description of a business transaction

  • The date of the transaction

  • A specific amount of money

  • An authorizing signature

Many source documents are also stamped to indicate an approval, or on which to write down the current date or the accounts to be used to record the underlying transaction.

A source document does not have to be a paper document. It can also be electronic, such as an electronic record of the hours worked by an employee, as entered into a company's timekeeping system through a smartphone.

Examples of source documents, and their related business transactions that appear in the financial records, are:

  • Bank statement. This contains a number of adjustments to a company's book balance of cash on hand that the company should reference to bring its records into alignment with those of the bank.

  • Cash register tape. This can be used as evidence of cash sales, which supports the recordation of a sale transaction.

  • Credit card receipt. This can be used as evidence for a disbursement of funds from petty cash.

  • Lockbox check images. These images support the recordation of cash receipts from customers.

  • Packing slip. This describes the items shipped to a customer, and so supports the recordation of a sale transaction.

  • Sales order. This document, when coupled with a bill of lading and/or packing list, can be used to invoice a customer, which in turn generates a sale transaction.

  • Supplier invoice. This is a source document that supports the issuance of a cash, check, or electronic payment to a supplier. A supplier invoice also supports the recordation of an expense, inventory item, or fixed asset.

  • Time card. This supports the issuance of a paycheck or electronic payment to an employee. If employee hours are being billed to customers, then it also supports the creation of customer invoices.

For example, a company is in the consulting business. it accumulates hours-worked information from employee timesheets, which is then included in customer invoices that in turn result in the creation of a sale and accounts receivable transaction. Thus, in this situation, the timesheet is the source document for a sale transaction.

There are a number of possible controls that can be used to reduce the risk that source documents are not properly recorded in an accounting system. One of the more common controls is to pre-number documents, so that missing documents are easier to track down. Another control is to reconcile the balances in accounts to the supporting source documents to see if either some documents have not been recorded, or if some transactions recorded in the accounts do not appear to have any supporting source documents.

Receipts 1 9 2 – Smart Document Collection Tracker

Various regulations mandate that some source documents be retained for a number of years. It may also be prudent to retain these documents irrespective of regulations, if only to provide evidence in the event of a lawsuit, or to provide better customer service. For these reasons, a company should adopt a document destruction policy that strictly controls the shredding or other form of elimination of source documents until a certain number of years have passed.

Related Courses

Form For Receipt Of Documents

Accountants' Guidebook
Bookkeeper Education Bundle
Bookkeeping Guidebook
How to Conduct an Audit Engagement
Records Management





broken image