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Access to most of our resources is included in our Career Member plans.
Career Members can access this resource here without purchasing it below.
Take the Stress Out of Invoicing and Quoting with Our Customisable Templates!
Are you tired of fiddling with numbers and worrying if your invoices are up to ATO standards?
Is your cash flow too low and slow to invest in bookkeeping software?
Stress no more!
We’ve got six golden templates to keep your finances looking sharp, accurate, and on point. Whether you’re GST registered or not, our easy-to-use templates have you covered.
What’s in the Kit?
Tax Invoice Template (GST Registered)
For all our GST-registered VAs and OBMs, this template is your new best friend. It comes preloaded with all the fields required to meet ATO compliance—yep, it’s got the whole shebang: ABN, GST breakdown, and the correct terminology so your clients know exactly what they’re paying for.
And here’s the kicker: it does the calculations for you. No more “Wait, did I get the GST right?” moments. Plus, you can make it your own by easily customising it with your logo and branding—because professionalism counts!
General Invoice Template (Non-GST Registered)
Not registered for GST? No worries!
This invoice template keeps things clean and simple while ensuring you’re still ticking all the right boxes. It’s set up with automated calculations, so even without GST, you can be confident that your totals are spot-on.
Two Quote Templates
Need to whip up a quote for a new project or client? These templates will make sure you look like a total pro. With easy-to-fill fields and automatic calculations, you can pop in your rates, adjust as needed, and send it off to your potential clients in no time.
First impressions count, and our templates will help you make a great one—complete with your logo and branding for that polished touch.
We have made two different versions for this, too, so you’ll have what you need whether you charge GST or not.
Two Invoice and Quote Tracker Templates
Staying organised is key to running a smooth Virtual Assistant business, and this tool is perfect for keeping track of all your quotes and invoices in one place, helping you monitor client payments and project progress with ease.
Ensure every quote is followed up, every invoice is accounted for, and you’re never left chasing payments! Your accountant will also be grateful for this summary.
Again, whether you charge GST or not, a version is available to meet your needs.
Why these Templates Rock
- Google Sheets Format: Cloud-based, easy to access anywhere, and editable. You’ll never have to worry about losing your templates!
- Available as an MS Excel file: Open the Google Sheet and download it (File > Download > Microsoft Excel .xlsx)
- Automated Calculations: Manual math leaves room for error. Let the templates do the work for you—whether it’s GST or just totals, you’ll have zero calculation stress.
- Custom Branding: Add your logo and business details. Let’s face it, your invoices and quotes need to look as good as you do.
- ATO Compliant: We’ve followed all the ATO’s rules, so you don’t have to worry about whether your invoices are legit.
- Download as PDF: Once you’re done, download the finished product as a PDF for a professional touch, and it’s ready to fire off to your client.
- Track Quotes and Invoices: Log every quote you send and every invoice you issue. Easily see which ones are pending, paid, or overdue at a glance.
Which Invoice Template Should You Use?
If you’re registered for GST, you know the drill: you’ve got to include certain details on your invoices, like your ABN, the GST amount, and a breakdown of what you’re charging for. Our Tax Invoice Template is set up to ensure everything is clear, concise, and compliant. If you’re registered for GST but your invoice doesn’t meet ATO standards, you could run into trouble—both with your client and the tax office. But don’t worry, we’ve done all the homework for you!
If you’re not registered for GST, you don’t have to worry about that. You’ll use our General Invoice Template, which still looks just as professional—without the extra tax info.
Not sure if your ABN is registered for GST? Search for it here.
Expand your Financial Know-How
If you’re looking to sharpen your financial skills, we’ve also got some fantastic webinar recordings designed to improve your business acumen:
- Making Books Not Boring: Perfect for those who want to learn the secrets to spending less time on your books while maintaining accurate data, how to recognise when it is time to move from spreadsheets to software, and how to evaluate which software solution is right for your business (and your clients).
- MS Excel Workshop – Build a Budget Forecasting Workshop: Learn how to build a budget and forecasting tool from scratch using Microsoft Excel and the formulas that will generate the data you need.
- Providing Accounts Admin & Bookkeeping Services – Myths, Facts, and Legalities: a must-watch to understand the ins and outs of providing bookkeeping as a service.
- Xero Limits: Secrets to Bookkeeping Efficiency: Newbies and experienced Xero users will enjoy learning expert tips on getting the most from Xero’s features and best practices to make Xero work harder for you.
Ready to Send Professional Invoices and Quotes?
Access these templates to keep your finances tidy, impress your clients, and stay on top of your business like the boss you are:
- Tax Invoice Template (GST)
- Invoice Template (No GST)
- Quote Template (GST)
- Quote Template (No GST)
- Invoice & Quote Tracker Template (GST)
- Invoice & Quote Tracker Template (No GST)
Purchase Access: 6 months
To gain access to this resource for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this resource HERE at no additional cost!