Small Business Planner Templates
Small Business Planner Templates
Look professional from day one. Send clean invoices and quotes, keep track of money in and out, and plan your week so the business doesn't run you.
Small Business Planner templates you can print today
Invoice and Receipt TemplatesInvoice, quote and receipt templates as printable PDFs and editable Word files.$10Get it →
Budget and Expense TrackerMonthly budget sheet, expense log, savings goals and a yearly money summary.$9Get it →
Monthly Bill TrackerBill calendar, payment log, due-date list and a yearly overview.$4Get it →
Daily Planner PackHour-by-hour schedule, top 3 priorities, to-dos and notes, plus weekly and monthly pages.$7Get it →
Resume and Cover Letter Kit4 resume and 2 cover letter templates, editable in Word or Google Docs, plus a writing guide.$12Get it →
Free Work Schedule Maker: A weekly shift rota that adds up the hours.
What's inside
- Invoice, quote and receipt templates as editable Word files and printable PDFs
- Expense log and monthly budget to track money in and out
- Bill tracker for subscriptions, rent and suppliers
- Daily planner pages to time-block client work
- Resume kit for winning new contracts and roles
Who it's for
Freelancers
Invoice clients and know what you're owed.
Side hustlers
Keep business money separate from personal spending.
Small shops and makers
Simple receipts and quotes without accounting software.
Consultants
Plan client days and track every expense.
How it works
- Pick a templateChoose the planner or bundle that fits what you want to organize.
- Check outSecure checkout takes about a minute.
- Download instantlyYour files arrive right away on the order page and by email.
- Print or go digitalPrint on US Letter or A4, or open in GoodNotes or Notability.
- Plan and repeatPrint fresh pages whenever you need them, for personal use.
Tips for getting the most from your small business planner
Number every invoice
A simple numbering system, like 2027-001, makes tracking payments and taxes easier.
Log expenses weekly
Ten minutes on Friday is easier than a shoebox of receipts in April.
Set payment terms up front
Put your due date and payment methods on every quote and invoice.
Get proper advice for taxes
These are organizing templates, not accounting or tax advice. Check with an accountant for your situation.
Frequently asked questions
Can I edit the invoice templates?
Yes. They're editable Word (.docx) files that also open in Google Docs, and there are printable PDF versions too.
Are these accounting software?
No. They're simple templates for organizing paperwork and money. For bookkeeping and tax questions, talk to an accountant.
How do I get my files?
Right after checkout you'll see a download link on the order confirmation page, and we email it to you too. Nothing is shipped.
What paper size are the files?
Every PDF comes in both US Letter and A4, so it prints correctly anywhere.
Can I use it on my iPad or tablet?
Yes. Import the PDF into GoodNotes, Notability or any PDF annotation app and write with your stylus.
What if a file doesn't work?
Email help@bitshelf.net with your order number. If a file won't open, is missing or is wrong, we'll replace it or refund you within 14 days of purchase.
Want them all? Save over 60%.
All 12 everyday packs in one download: $29 instead of $78.