Retail & e-commerce templates

Online shop terms, returns and refunds, cancellation forms, delivery, product safety and shop policies for retailers and online sellers.

Ready-made

Professionally structured documents, ready to fill in and use.

Word format

Download in Microsoft Word and edit every line.

Easy to adapt

Clear guidance notes on what to change for your business.

For UK businesses

Written for small and growing UK businesses.

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18 documents

Retail & e-commerce templates

Online shop terms, returns and refunds, cancellation forms, delivery, product safety and shop policies for retailers and online sellers.

One price for the whole category

All 18 retail & e-commerce documents for £29

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£29for all 18

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All 18
Agreements 4
Policies 9
Letters 1
Forms & records 4

Policies

Your house rules
Returns and Refunds Policy with Model Cancellation FormA customer-facing returns and refunds policy for online and in-store sales – change-of-mind returns, the statutory 14-day cancellation right, faulty goods, exchanges, refunds and exclusions – with the model cancellation form and a returns request form.6 pagesRead more ›Delivery, Shipping and Click-and-Collect PolicyA customer-facing delivery policy covering delivery areas, options and charges, dispatch times, tracking, failed deliveries, damaged or missing parcels, risk, international orders, click-and-collect and large-item delivery.4 pagesRead more ›Product Safety, Complaints and Recall ProcedureA procedure for retailers and online sellers to make sure products are safe, monitor and investigate safety complaints, notify authorities, and carry out a product withdrawal or recall – with a safety incident log, recall notice and customer letter.6 pagesRead more ›Age-Restricted Sales Policy, Staff Training Record and Refusals LogA Challenge 25 policy for shops and online sellers of age-restricted products – what is restricted and from what age, ID checks, refusals, proxy sales, online and delivery age verification, staff training and test purchases.6 pagesRead more ›Shop Theft, Violence and Retail Crime ProcedureA procedure to keep staff safe and deal with shoplifting, abuse and violence – prevention, what staff should and should not do, detaining suspects, reporting to the police, CCTV evidence, banning notices, civil recovery, staff support and an incident report form.6 pagesRead more ›Shop Opening, Closing and Cash Handling ProceduresStep-by-step opening and closing checklists, till and cash handling rules, end-of-day cashing up, card terminal and refund controls, banking and safe procedures, and a daily takings sheet.5 pagesRead more ›Stock Control and Stocktake ProcedureA procedure for receiving, recording, storing and counting stock – goods-in checks, stock records, cycle counts and full stocktakes, shrinkage and write-offs, slow-moving stock, and year-end stock valuation for the accounts – with count sheets.5 pagesRead more ›Online Shop Privacy and Cookie NoticeA privacy notice and cookie notice for an online shop – customer accounts and orders, payments and fraud checks, delivery, marketing, analytics and advertising cookies, reviews, marketplaces, retention and customers’ rights – updated for the Data (Use and Access) Act 2025.5 pagesRead more ›Customer Reviews and Influencer Marketing PolicyA policy for collecting, moderating and publishing customer reviews and working with influencers and affiliates lawfully – banned fake reviews, incentives, moderation, responding to negative reviews, ad labelling and an influencer agreement checklist.5 pagesRead more ›

Retail & e-commerce pack

£29

for all 18 documents

  • Editable Word files
  • Guidance notes in every document
  • Written for UK businesses
  • Download and keep
Get the packOr every category with All-Access – £295 a year

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Credit control policy

Set your payment terms, credit limits and collection process.

Word document

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First payment reminder letter

A friendly reminder when an invoice becomes overdue.

Word document

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Final demand letter

A firm final request before taking further action.

Word document

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Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

Word document

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Payment plan agreement

Agree instalments with a customer who is behind on payments.

Word document

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Customer credit application form

Collect the details you need before offering credit.

Word document

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Expenses policy

Explain what staff can claim and how to claim it.

Word document

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Financial procedures manual

Document how money is handled, approved and recorded in your business.

Word document

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All 18 documents in this category come together as one pack for £29. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

How it works

Your documents in three steps

Every template is a Word document you can download, adapt and use straight away.

1

Choose your documents

Browse the categories and pick the pack you need.

2

Buy securely online

Pay £29 for the whole category pack, or join All-Access for every category.

3

Download and adapt

Open in Word, follow the guidance notes and make it your own.

Need a document written for you?

If you can’t find what you need, we can prepare a document around your business. Tell us what you’re looking for.

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Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions