The following client information form template is for you. Whether you run a shop or any business, you may have to issue receipts for every sale made. This template gathers information on the client, payment, and any other notes appropriate to track the transaction later. The best part is the placeholder for a client ID number.

This multi-purpose client information sheet template is available in Excel and as a Google Sheets template that you can save to your Google Drive. If you’re looking for specific contact detail forms, see “ Free Contact List Templates.” Keep tabs on your clients’ information with this multi-use general client information sheet template.

Client registration form template PDF An information sheet can also be used as a registration form based on the requirement. Let us say you are organizing an event and you are getting in leads for availing of your services. This registration form helps you gather information about the client, services needed, and payment information.

A business client information sheet is an efficient way to improve your customer service with this organized stuff. These sheets are also helpful in the future in case of any misunderstanding. By using these customer information sheet templates, you’ll never face any problems regarding client information.