Resource · Organise

Creator templates.

Ready-to-use templates to look professional and stay organised. Replace the [brackets] and make them yours.

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Want us to run it for you? It's part of the Creator CFO Partnership. See Organise and Optimise on our Services page.

Brand-deal invoice

A clean invoice template with deliverables, usage and exclusivity lines, payment terms and optional VAT.

↓Invoice template (.docx)Word / Google Docs

Rate card

Present your platforms, audience stats, deliverables and add-ons (usage, whitelisting, exclusivity). Rates left blank for you.

↓Rate card template (.xlsx)Excel / Google Sheets

Expense log

Log every cost with category, business-use % and receipt status. Business totals calculate automatically.

↓Expense log (.xlsx)With dropdowns & formulas↓Expense log (.csv)Plain spreadsheet format

Brand partnership agreement checklist

What a brand contract should cover before you sign. A checklist, not a legal contract.

↓Agreement checklist (PDF)2 pages

General information only, not tax advice. Figures for the UK 2026/27 tax year (England, Wales & Northern Ireland unless stated). Check your own situation with a qualified adviser.

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