Excel Receipt Template

Each stage of the relationship with clients is accompanied by standard documents needed for the accounting needs of both parties. So, for example, an order is placed by filling in the template for a purchase order, payment is requested using an invoice, and you should confirm receipt of money by creating a receipt in Excel. While the latter type is rarely or never used by some companies, it is still best to provide written confirmation that you have received compensation for your work from clients.

The scale of your business can be so large that manually creating a receipt form Excel might be quite time-consuming and tricky. You should use receipt templates Excel to speed up work and minimize errors. Not only do they help freelancers and the self-employed streamline fill out paperwork, but they also allow you to write out confirmations from any device on the go. Now you can generate the desired document right after receiving funds from clients, wherever you are. Although such papers usually do not have regulated deadlines, it is better to transfer them to recipients as soon as possible.

Our payment receipt Excel template has all the required fields; you only need to enter information about:

• your company;
• customers;
• order: a full list of services and goods, their quantity or hours spent on a job, pricing, and applicable taxes;
• discounts, shipping costs, and the total cost of a project;
• date of receipt of money and payment method;
• references to previously generated documents, for example, quote or excel estimate template.

Often, these forms have limited personalization and customization options. We offer you a truly versatile and flexible tool that you can set up to suit your needs:

• add as many lines to your order description as you need to list all items; 
• offer your customers several convenient payment methods; 
• attach your company logo, insert notes, tips, and words of gratitude that will encourage customers to return to you, and much more.

Professional confirmations, sent on time, show your concern for clients and help build trust and long-term relationships. Download the receipt template Xls on any of your devices and enter the order information listed above. Make sure there are no mistakes or typos in the text (you don’t have to worry about the math, as the system calculates the total sum automatically). Send payment receipt format in Excel to recipients in any convenient way: email, link, on physical media, or in printed form.

If your clients are comfortable with other file formats, our library also has a Word, PDF, Google Docs, and Google Sheets receipt template. Our generator is suitable for issuing a variety of forms at all stages of interaction with customers, from quotation and estimation to invoicing and money reception. Also, find multiple variations of receipts in our catalog, like bicycle receipt or others.