Free template · Excel · Sales and billing
Free receipt template for Excel
A sales receipt for sales paid on the spot, with tax and change worked out, and a log that totals your sales by payment method.
Receipt template
Excel workbook (.xlsx) · 15 KB · 3 sheets
| Item | Description | Qty | Price | Amount | Tax? |
|---|---|---|---|---|---|
| Mug | Stoneware mug, maroon | 2 | 18.00 | 36.00 | Y |
| Gift wrap | Gift wrapping | 1 | 4.00 | 4.00 | N |
| Subtotal | 40.00 | ||||
| TOTAL PAID | 40.00 | ||||
| Amount tendered | |||||
| CHANGE | 0.00 |
What it is
A sales receipt records a sale that's paid in full at the time: at a counter, a market stall or at the end of a service call. It's the customer's proof of payment and your record of the sale.
This template totals the items, takes off a discount, adds tax, and works out change for cash sales. The log adds up sales, tax collected, cash and cards.
Who it's for
- Market stalls, pop-ups and small shops without a point-of-sale system
- Service businesses paid on completion
- Anyone who needs to give a proper receipt now and then
What's in the file
| Sheet | What it holds |
|---|---|
| Receipt | The printable receipt: receipt number, date, payment method (drop-down), reference, items, discount, two tax lines, total paid, amount tendered and change. |
| Receipt log | One row per receipt with totals for sales, tax collected, cash and cards at the top. |
| Instructions | How to fill it in. |
How to use it
- Replace the shaded business details with your own.
- Enter the receipt number and date and choose how the customer paid.
- Enter each item. Mark taxable lines Y and set your tax rates.
- For cash, type the amount handed over; change calculates.
- Print it or save as PDF for the customer, then add it to the Receipt log.
Pale yellow cells are for your entries; white cells calculate. Nothing is locked, so you can rename lines, add rows inside a section, or change the layout. Each file has an Instructions sheet with these steps.
Download receipt template (.xlsx)
Questions
What's the difference between a receipt and an invoice?
A receipt is for a sale that's already paid. An invoice asks for payment later. If the customer is paying on the spot, give a receipt; if they'll pay in 30 days, send an invoice.
What must a receipt show?
At least your business name, the date, what was sold, the amount and any tax. In Canada, receipts for larger sales should also show your GST/HST registration number so a business customer can claim input tax credits.
How do I record these sales in my books?
Total the day's receipts by payment method. Cash and cheques go to the bank in a deposit; card sales arrive later from the card processor, less fees. The Receipt log's totals give you the numbers to match.
Related
General information, not tax, legal or accounting advice. Check with your accountant before relying on a template for a tax return.
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