Generated sample templates for financial, billing, invoice, and A/R aging reporting.
| File | Purpose |
|---|---|
template-pdf-report.pdf |
Internal paper/PDF A/R aging report grouped by customer with KPIs and invoice detail. |
template-pdf-invoice.pdf |
Client-facing invoice PDF with seller, buyer, line items, taxes, totals, payment link, and notes. |
template-pdf-client-statement.pdf |
Client statement PDF showing amount due, overdue amount, and invoice list. |
template-spreadsheet-excel-report.xlsx |
Excel workbook with README, dashboard, aging by customer, invoice detail, invoice lines, payments, credits, data dictionary, and references. |
template-h5-datatable.html |
Standalone HTML5/H5 data table with client/finance views, filters, grouping, column chooser, sorting, CSV/JSON export, and print-to-PDF. |
template-h5-client-billing-center.html |
Smaller client billing center screen focused on Pay, View, and PDF actions. |
template-export-invoices.csv |
One row per invoice. |
template-export-invoice-lines.csv |
One row per invoice line item. |
template-export-payments.csv |
One row per payment allocation. |
template-export-credits.csv |
One row per credit/adjustment. |
template-export-data-dictionary.csv |
Field definitions and calculations. |
template-export-api-example.json |
API-style JSON response for reporting and integration. |
template-einvoice-ubl-skeleton.xml |
UBL/e-invoice field-mapping skeleton only; not compliance-certified. |
- Client view: unpaid first, grouped by status urgency.
- Finance view: A/R aging by customer, sorted by oldest overdue and highest balance.
- PDF/paper: fixed review snapshot with report metadata and generated date.
- Excel/sheets: separated summary, invoice detail, lines, payments, credits, and data dictionary.
- CSV: one entity per file to prevent duplicated totals.
- HTML: accessible table structure, right-aligned numeric cells, filters, sorting, grouping, and export actions.
- Stripe hosted invoice page: https://docs.stripe.com/invoicing/hosted-invoice-page
- W3C WAI tables tutorial: https://www.w3.org/WAI/tutorials/tables/
- GOV.UK table numeric alignment: https://design-system.service.gov.uk/components/table/
- Microsoft Excel structured references: https://support.microsoft.com/en-us/office/using-structured-references-with-excel-tables-f5ed2452-2337-4f71-bed3-c8ae6d2b276e
- Google Sheets filter views: https://support.google.com/docs/answer/3540681
- Peppol BIS Billing 3.0: https://docs.peppol.eu/poacc/billing/3.0/
Replace all sample legal entity, tax, bank, customer, and payment link data before use. Validate tax invoice and e-invoicing fields against the relevant jurisdiction and trading partner requirements.
This project is licensed under the MIT License.
You may use, copy, modify, and distribute these reporting templates for personal, internal, commercial, or open-source projects, provided that the original license notice is included.