Sales Receipt Template

How to use our sales receipt templates?

Download and save your template in the preferred folder on your hard drive.

Open your template in excel and update all Settings with your company information (Name, Address, Logo, Sales assistance names, tax rate).

Click on Product list worksheet tab and update all products in your favorite products list. Free version is limited to 20 products only.

We would recommend to create a standard excel template file (.xlt), so that each time you use your receipt for your new customer, you will be automatically asked to save it as a new file. This will prevent you from loosing the master copy of the template.

Sales Receipt Worksheet

Once all preparations and setting is done, you are ready to go with your new sales receipt template.

Open your master copy (.xlt) file.

Enter you customers name and address by simply changing values in [..] square brackets.

Enter you receipt number, which can be any number between 1 and 100000. You can also read my article about Keeping track or making log for my Invoices to figure out your way on tracking your sales receipts

In the Description column choose you products from the drop down list, one per cell and then enter the quantity needed, this will calculate the total price per each product as well as subtotal and tax for all of the products entered.

Once the full price is calculated you will notice that it is also appears in words written format. We have used Dr. J. Wittwer's approach that helps when Converting Dollar Amount to Words. We have made a very small modification of the formula to show a little more than just an amount, but will talk about it little later.

Type X in the box beside of the relevant payment method, so that if payment is made by lets say credit card than box beside credit card payment should have an X in it.

Cash payment does not usually require any tracking codes or numbers, but your standard receipt number when some other payment methods like credit card or a check may require an additional information. Therefore once you tick you box beside those payments you will also need to record the reference number of the check or a money order for example in the cell that will appear after you have ticked the relevant payment box.

Once the payment reference number is entered you can see the changes in the cell that converts amount in to words and also shows the method that this amount is paid by including the reference number were needed.

Sales Receipt Slip is a part that will get updated automatically and you do not relly have to do anything with it unless you need to modify it to show more.

If you will have any questions regarding this template you can contact us or you can refer to our forum.