About

DocPik is a free set of document tools for small businesses: tradespeople, workshops, small shops and anyone who sends estimates, bills customers or orders from suppliers. There is no account and no sign-up. You fill in a document, check it in the preview and download a PDF or print it.

What is here

Document tools:

• Estimate and quote
• Work order
• Change order
• Invoice
• Payment receipt
• Timesheet
• Expense report
• Statement of account
• Cash count sheet
• Purchase order
• Goods received note
• Inventory count sheet
• Packing slip
• Pick list
• Return authorization

The tools are connected: an accepted estimate becomes a work order or an invoice, and a purchase order becomes a goods received note when the delivery arrives, without retyping the client or the lines. Guides:

• CSV item import
• Partial shipments
• Fix print cut-off

How it works

• Everything runs in your browser. Documents are built on your device. What you type, and any spreadsheet you import, is not sent to us or to anyone else.
• Nothing is uploaded. There is no copy of your documents on a server. If you close the tab without saving, nothing is left behind.
• Saving is optional. Tick “Keep my documents on this device” in the editor to keep your documents in this browser. Unticking asks before it deletes them. Your saved documents are listed under My documents.
• Backups are files you keep. “Back up this document (.json)” saves the open document; “Back up all documents (.json)” in My documents saves every document. Browsers can clear stored data, so keep a backup of anything you need.
• No ads or third-party code in the editors. Pages where you enter data load no outside scripts. Details are in the privacy policy.

What it does not do

• It does not send documents, collect signatures online or take payments.
• It does not look up tax rates or decide what is taxable, and it does not make tax invoices, VAT invoices or e-invoices for any country’s system.
• It does not give legal advice or add legal terms. Where a page touches on rules that differ by country, it says so.
• It does not track stock or connect to accounting software.

How calculations are done

Documents with prices use the same rules. Each line is rounded to the currency's smallest unit (the cent for dollars or euros), half away from zero (0.005 becomes 0.01), before the lines are added up. Tax is rounded once for each tax rate, on the sum of the taxed lines at that rate, so a total can differ by a cent from one worked out without rounding each line, or with the tax rounded line by line. On a timesheet, the cents are spread over the entries so they add up to the rounded total. Tax is only the rate you type; it starts at 0 and nothing is filled in for you. The worked examples on each page follow these rules and can be checked by hand.

Corrections

Topics that depend on where you work, such as tax, invoice contents or whether a quote is binding, are described in general terms with a pointer to local advice, not as rules. If you find a mistake, please tell us and we will correct it.

Who runs it

DocPik is run by kim. For questions, corrections or problem reports, email support@sqztop.com.