Forms are a means of organizing information into a template. Forms are good to use when you will be doing the same thing, or filling out the same information more than once.

Typical Uses

Forms can be used in almost any business, organization, or company. You can use invoice forms to contact other companies or individuals that owe you money to alert them that it is time to pay. They are, in essence, simply a bill, and forms make them much easier to keep track of.

Best Practices

• Identify the purpose. First decide what you want your form to be about and what information it should ask for.
• Title. Put the title of the form at the top of the page so that you know what the form is for.
• General information. Be sure to include any necessary information you want to. Some of this may be contact information for the company or individual it is meant for. You may also include the amount of money in question and the reason for the loan, various dates, etc.
• Filing system. Also, leave a space for the date and filing number of the form, or something that will allow you to identify between different forms.
• Request information. There are many different ways to prompt information for your form. You may ask a question and provide lines for the person filling out the form to answer in. Or you may give several answers and put check boxes with possible answers beneath. You may also decide to add a table if there is a lot of information that needs to entered.
• Store and use. Use your forms and be sure to keep your forms in a safe place that is easily accessible if you ever need to find them.