Tax Rate: This is the tax rate for the purchase (e.g., state sales tax).Subtotal: This is the subtotal for the purchased items.Recipient Info: Fill-in the name, address, phone number, and email address of the customer who made the purchase.Received By: Write the name of the salesperson who conducted the customer’s sale.Receipt Number: This is the unique receipt number for the purchase.Quantity: Insert the quantity of purchased items. Payment Method: Add the payment method for the purchase (cash, credit card, check, money order, etc.).Description: Provide a description of the purchased item.Amount: This is the line-item total amount for each item purchased.You can use an Excel receipt template to keep records of each individual transaction in an easily ordered, standard manner.Īn Excel receipt template typically includes the following sections for recording customer transactions: An Excel receipt template enables you to download, print, and record – or fill out online – a detailed receipt. Whether you’re a startup, an existing business, or a nonprofit, it’s critical to have an accurate method to record transactions, so that customers have a sufficient receipt for their purchase, and you have a record of the sale of the product or service provided. Use an Excel receipt template to also record sale dates, item or service descriptions, tax rates, and total purchase amounts. Managing Work Collections of actionable tips, guides, and templates to help improve the way you work.Īn Excel receipt is a template that businesses can use to create customer sales receipts for products purchased or services rendered.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.Community Find answers, learn best practices, or ask a question.Learning Center Find tutorials, help articles & webinars.A quarterly roundup of the innovations that’ll make your work life easier. What’s up next A sneak peek at upcoming enhancements.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more. Portfolio management at scale Deliver project consistency and visibility at scale.Content management Organize, manage, and review content production.
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