Clients judge you by your paperwork, and late payments hurt more than slow months. This kit gives you clean invoices, quotes and proposals, and a simple tracker that shows who owes you, what is overdue and what you earned this month.
What you get
- 3 Word templates: invoice with GST-ready fields (CGST, SGST or IGST rows you can delete if not registered), quotation with scope and terms, and a project proposal with three price options
- Excel / Google Sheets kit with 10 tabs: profile, clients, projects, invoices (tax worked out as CGST + SGST for your state or IGST for another state, only when you mark yourself GST registered; overdue status), payment follow-ups with ready reminder text, expenses, monthly dashboard, and printable invoice and quotation
- 14-page printable A4 PDF: start-here guide, business profile, services and rate card, client tracker, project tracker, quotation and invoice templates, proposal outline
- Payment follow-up log, income and expense log, monthly income dashboard, set-aside planner, client onboarding and project close checklists
Files included
- Freelancer-Business-Kit.xlsx (opens in Excel, Google Sheets, LibreOffice, WPS)
- Invoice-Template.docx, Quotation-Template.docx, Proposal-Template.docx (open in Word, Google Docs, LibreOffice, WPS)
- Freelancer-Business-Kit.pdf (14 pages, A4, print-ready)
- README.txt
Who it is for
Designers, developers, writers, editors, video editors, social media managers, tutors, consultants and other freelancers and solo service businesses.
Please note
An original business template by Digi Soft. GST fields are provided for convenience; whether you need registration and which details or rates apply depend on your situation. It is not tax, legal or financial advice, so please confirm with a qualified CA. No income or result is promised. Images on this page are illustrations. Instant digital download after payment, for personal use.
How to pay: only through the digisoftwar.com checkout (Razorpay). We never ask you to pay by any other link, QR code or bank account. If anyone asks you to, do not pay, and tell us at [email protected] or on WhatsApp +91 95665 27786.
FAQ
I am not GST registered. Can I use it?
Yes. Set 'GST registered' to No in the Profile tab and the invoice shows no tax; in the Word file, delete the tax rows. Ask your CA which heading and details you need.
Does it work in Google Sheets?
Yes. Upload the .xlsx to Google Drive, open it with Google Sheets and choose File > Save as Google Sheets. It then works on your phone in the Google Sheets app and can be shared with family.
Can I add my logo?
Yes. Insert your logo in the Word templates (Insert > Picture) or in Google Sheets / Excel on the printable Invoice tab.
Does it send invoices or reminders by itself?
No. It prepares the invoice and a reminder message; you send them yourself by email or chat.
Is it dated?
No. It works for any year you type in.
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