In addition to core promotional material, the bulk of any organizations day to day operations are made possible by a vairiety of business forms. These documents vary widely depending on the business and it’s needs, but all serve to organize and improve the companies workflow and continue to extend the identity system, image, and attitutude of the company.

Fax Sheet

A fax cover sheet is used to identify the sender and recipient of any documents that are faxed. The layout should be simple and the function straight forward. The standared, preprinted information included in the fax sheet are:
• Company Name
• Logo and tagline (when appropriate)
• Company address
• Telephone and fax number
• Website

Additionally, the fax sheet needs to have an empty form to be filled out by the user at the time of the fax transmission. The required content is:

Sender Information
• an area to indicate who is sending the fax
• contact information for the sender
• the date
• a space indicating the number of pages being transferred to insure that the recipient is aware of what they should have received

Receiver Information
• an area to indicate who the recipient is
• recipient contact information (position, phone #, email are optional)
• an area for any comments or insturctions

Invoices & Sales Reciepts

Every company sells either goods or services. Every company also buys goods or services. When money is exchanged, there needs to be documentation of the transfer of money, usaully both from the buyer and the seller.

Invoices (the request for payment) and Sales Receipts (proof of payment, or partial payment from cusotmer or supplier) should clearly itemize and display all goods and/or services and the total amount of money being charged.

In additon to including an appropriate varation of corporate identity, an efficeint and clear layout for following must be displayed:

Company Information for Invoices
• an area to indicate who has prepared the invoice
• contact information who prepared the invoice
• contact information for sending payment
• the date the invocie was created
• a space indicating the number of pages being transferred to insure that the recipient is aware of what they should have received

Itemization List for Invocies
• a table to clearly list the items and short description
• cost of each item (for goods or standard services)
• quantity of each item (if selling goods)
• if service is charged hourly, list hours worked and hourly rate
• line item areas for additional costs- Tax, Shipping, Incidentals
• clearly state total costs on bottom line
• instructions and deadline for payment

Sales Receipt Information/b>
Similar in format to an Invoice, a sales receipt is given by the seller after payment is received. It should also display an itemized list of goods and services and their costs as listed above, and clearly show the amount paid against the amount charged in the invoice and display any outstanding debt owed by the customer.