In the sample form below, the text in italic is a description of what information you should put in each location. An delivery memo is always specific to each job, so you should view this as a checklist or crib-sheet rather than absolute instructions.
Most deliveries are now made electronically. It is suggested that you output each delivery memo as a multiple-page PDF when delivering forms to your clients and utilize the last page for your boilerplate terms and conditions.
Put your name and contact information at the top of the page. A logo is good to use for a professional look, but make sure your name, address, phone, email, and web site are clearly visible.
Delivered Items: Quantity and media
Delivered Via: Messenger, USPS, Fed-Ex, FTP
Delivered Files Associated with this Memo: List specific file names and any other relevant information.
PLEASE NOTE — Digital File Information:
This is where you should indicate the following:
These files contain metadata for identifying and tracking purposes. Files without metadata are at increased risk of unauthorized use. To protect your interests, do not remove or alter the embedded metadata. We recommend this statement be used on all your delivery memos and that you, at a minimum, embed your copyright and contact information in all files before delivery.
Licensing Agreement for the delivered files: Use precise language here — this is the actual license outlining the use the client is purchasing. Use the PLUS recommended terms and order for listing the licensing specifics.
Make sure the licensing language used for a specific assignment is consistent on all forms.
Subject to the terms and conditions attached hereof.
Next: Assignment Invoice form