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Client file set

Printable client file: profile sheet, contact log, quotes, service record, complaint sheet and invoice overview. In German.

The client file set (Kundenakte-Set) bundles everything about one client: a profile sheet with agreements, a contact log, quotes and orders, a service record, a complaint sheet and an invoice overview.

A reminder sheet suggests keeping client data only as long as needed. It is an organising aid, not legal advice. Print a new set for each client. All labels are in German.

€4.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

Instant download after payment · delivered by email link · pay with PayPal or Stripe (card, Apple Pay, Google Pay, Klarna, SEPA)

Product language: German – labels and text are in German

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Everything together: the Everything bundle: all 35 products contains this and 34 more products for €89.00 (€194.50 separately) – you save €105.50. → View the everything bundle

Cheaper together: The Freelancer filing bundle contains Folder spines for freelancers, 60 topics and Receipt filing system for the self-employed and Retention periods compass for freelancers and Year-end documents checklist and Project file set and Client file set for €24.90 instead of €32.40 separately – you save €7.50. → View the complete bundle

Cheaper together: The Office starter set contains Project file set and Client file set and Office weekly routine and filing times and Folder spines for freelancers, 60 topics for €12.90 instead of €19.60 separately – you save €6.70. → View the complete bundle

Preview

Client file set: preview
Client file set: preview
Client file set: sample page
Client file set: sample page
Client file set: detail view
Client file set: detail view

What you get

  • PDF, 8 A4 pages (incl. cover)
  • Client profile sheet and contact log
  • Quotes and orders, service record
  • Complaint sheet and invoice overview
  • Data-handling reminder, printing guide, LIESMICH.txt (readme), LIZENZ.txt (licence)

Format & technical details

Format
PDF (A4, vector), as a ZIP file
Scope
8 pages, under 0.1 MB
Requirements
PDF viewer and A4 printer
Product language
German – labels and text are in German
Version
1.0

Licence (right of use)

Simple, unlimited right of use for you or your own business: print and use as often as you like. You may not pass on, resell or publish the files.

The full licence is included as LIZENZ.txt in the download and set out in the terms and conditions.

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