Transactions refer to the agreement established between a seller and a buyer to exchange products, services, or other property such as financial assets. It is an activity that directly affects the status or financial condition as well as the financial statements of the involved parties. Transaction processes are recorded by a company, business, or agency’s administration which is in charge of keeping documentation of all activities that directly impact the financial aspects of the company, business, or agency.

45+ Transaction Form Samples

1. Transaction Form For Purchase Template

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Size: 322 KB

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2. Transaction Form Template

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Size: 192 KB

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3. Non-Financial Transaction Form Template

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Size: 446 KB

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4. Redemption Transaction Form Template

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Size: 62 KB

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5. Credit Card Transaction Form Template

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Size: 120 KB

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6. Registration Transaction Form Template

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Size: 587 KB

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7. Mutual Fund Transaction Form Template

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Size: 64 KB

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8. Student Transaction Form Template

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Size: 272 KB

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9. Basic Transaction Form Template

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Size: 1 MB

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10. Firearms Transaction Record Form Template

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Size: 336 KB

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11. Research Enterprise Services Transaction Form Template

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Size: 313 KB

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12. Failed Transaction Form Template

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Size: 31 KB

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13. Cash Transaction Form Template

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Size: 83 KB

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14. Transaction Dispute Form Template

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Size: 44 KB

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15. Formal Transaction Form Template

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Size: 491 KB

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16. Financial Transaction Form Template

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Size: 243 KB

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17. Mutual Fund Common Transaction Form Template

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Size: 51 KB

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18. Existing Investors Transaction Form Template

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Size: 294 KB

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19. Time and Attendance Transaction Request Form Template

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Size: 521 KB

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20. Channel Transactions Claim Form Template

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Size: 214 KB

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21. Transaction Form in PDF

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Size: 319 KB

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22. Rejected Transaction Form Template

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Size: 101 KB

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23. Transaction Copy Retrieval and Dispute Form Template

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Size: 512 KB

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24. Standard Transaction Form Template

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Size: 55 KB

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25. Single Transaction Request Form Template

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Size: 3 MB

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26. Prior Notice of a Transaction Form Template

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Size: 103 KB

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27. Simple Transaction Form Template

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Size: 279 KB

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28. Manual Entry Fuel Transaction Form Template

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Size: 5 KB

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29. Printable Transaction Form Template

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Size: 76 KB

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30. HR Transaction Form For New Hires Template

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Size: 44 KB

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31. Inventory Services Transaction Form Template

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Size: 366 KB

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32. Sample Transaction Form Template

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Size: 349 KB

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33. Common Transaction Form Template

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Size: 335 KB

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34. Transaction Request For Purchase Form Template

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Size: 574 KB

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35. Leave Management Transaction Form Template

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Size: 266 KB

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36. Authorization For Credit Card Transaction Form Template

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Size: 244 KB

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37. Debit Card Transaction Dispute  Form Template

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Size: 221 KB

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38. Transaction Form Format

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Size: 40 KB

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39. Business Transaction Disclosure Report Form Template

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Size: 14 KB

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40. Transaction Request Form Template

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Size: 10 KB

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41. Routine Transaction Form Template

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Size: 8 KB

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42. Draft Transaction Form Template

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  • MS Word

Size: 9 KB

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43. Suspicious Transaction Form Template

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  • MS Word

Size: 5 KB

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44. Gift of Stock Transaction Form Template

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  • MS Word

Size: 53 KB

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45. Intragroup Transaction Form Template

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  • MS Word

Size: 86 KB

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46. Personnel Transaction Request Form Template

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  • MS Word

Size: 8 KB

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What is a Transaction Form?

Transaction forms or transaction report forms are essential documents that are used by businesses and companies to keep a record and track transactions as well as cash flow within the organization. This form allows them to collect relevant information like the transaction date, description of the said transaction, the amount of money used in the transaction, and more. Transactions have different types and some of these include income transactions, expense transactions, recording transactions, financial transactions, and more.

How to Write a Transaction Form?

Forms are tools that are considered one of the most effective ways to connect with both potential and existing customers. These documents are commonly used by companies to gather relevant sets of information they need from their customers or audience members. Transaction forms and templates include quotation templates, customer order forms, sales invoices, credit note templates, supplier order forms, and contract agreements.

Step 1: Provide Only Relevant Information Fields

Transaction forms are also provided online. Make sure that your form is simple and easy to read so consumers can easily fill them up. Include only the necessary information fields in the form. Some fields are only relevant to particular users and in this case, you can take advantage of the Conditional Logic feature to hide those fields from other users.

Step 2: Utilize Pre-Fill Features For Your Customers

Use auto-completion of online form information fields to help your consumers save more time and effort. This feature can autofill basic details such as the customer’s name, email, and contact lists.

Step 3: Include Payment Terms and Secure Methods

Providing security measures will make your customers trust you with their financial information. Provide clear payment terms and secure payment online methods to easily collect fees.

Step 4: Conclude the Form

To conclude your online transaction form, you can express your gratitude to your customers by performing transactions with you. If they feel valued, customers are most likely to do business with you again.

FAQs

What are the two types of transactions?

The two types of transactions include internal transactions which aim to analyze and evaluate the activities within a company and external transactions which involve entities outside a company that directly contributes to the said company’s economic condition.

What are the characteristics of a business transaction?

A business transaction must have financial value, involve two parties or entities, be performed on behalf of the business entity and not for individual purposes, and be supported by a source document like an invoice, sale order, sale receipt, and more.

What are the different forms used for proof of transaction?

The common proof for internal transactions is internal memos from superiors or subordinates while external transactions are receipts, debit notes, checks, and invoices.

Transactions refer to activities performed by companies or businesses where they exchange products, services, or financial assets with another party in return for cash which affects the status or financial condition of the company. business transactions include borrowing money from a bank, buying products from a supplier, paying rent and utility bills, sale of goods, and paying interest.

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