Create Online
Adobe PDF
Microsoft Word
Microsoft Excel
OpenDocument
Fill & Sign
Understanding Receipts: Types, Importance, and How to Create Professional Receipts
An original receipt is a document from a vendor that shows proof of goods sold or service rendered. A business receipt is proof of goods or service by a company. A rent receipt is proof Tenant paid rent.
Invoice vs Receipt: What’s the Difference?
An invoice is a request for payment and a receipt records the payment once it’s made.
Types of Receipts
Why should I use a receipt?
Using a receipt template offers many benefits for business owners:
-
- Accuracy and Consistency: All details of transaction are correctly recorded.
- Professionalism: Gives your business a better image and builds trust with clients.
- Timesaving: Speeds up billing by using pre-set fields.
- Expense Tracking: Helps track cash purchases and donations for better financial management.
What to include in a professional receipt?
This professional receipt template includes the following information:
- Contact Details: Company Name and Logo
- Date of Transaction
- Itemized List of Goods or Services
- Total Unit Price and Tax Information
- Total Amount Paid
- Payment Terms and Conditions
- Customer Details
- Benefits of Using a Customizable Receipt
- Tips for Creating a Receipt
- Tips for Branded Receipt
- Walmart Receipt Lookup
1. Contact Details: Company Name and Logo
Business contact information should go at the top of the receipt and should include the following:
- Company Name
- Logo
- Address
- Phone Number
- Email Address
- Website [1]
2. Date of Transaction and Payment Method
The transaction details should include the following:
- Date of Purchase
- Receipt Number
- Payment Method [2]
3. Itemized List of Goods or Services
Summarize a list of goods or services provided in detail. The itemized list should include the following:
- Item Descriptions
- Quantities
- Unit Prices
- Total Amounts Paid [3]
4. Total Unit Price and Tax Information
Include the following:
- Subtotal
- Taxes
- Final Total Amount
5. Total Amount Paid
6. Payment Terms and Conditions
7. Customer Details
Add customer details such as full legal name, mailing address, email, and phone number.
Benefits of Using a Customizable Receipt Template
Using a customizable receipt template includes the following advantages:
- Professional Image: Customize with brands, logos, and fonts.
- Customization: Design, Colors, and Font.
- Easy Record Keeping: Simplifies the way to keep records.
- Tax Records: Organize deductible tax records.
- Legal Compliance: Helps to comply with legal receipt and transaction regulations.
- Impress Clients: Show clients that you value your business operations.
Tips for Creating a Custom Receipt
Tips for creating a receipt include the follow:
- Include Logo (Personal or Business)
- Add Personal Message(s)
- Make Clearer Product Descriptions
Tips for Branding Receipt
Branding receipt tips include:
- Add Company Logo
- Professional Font
- Add Business Information
Walmart Receipt Lookup
Walmart receipts (Walmart.com) are easy to lookup with only a few details:
- Purchase Location (State, City, Zip Code)
- Purchase Details (Item Name)
Professional Receipt Book
Keeping receipts in an organized booklet can help make doing taxes much easier.
Recommendations
Office Depot (officedepot.com)
Return Policies without a Receipt Lookup
- Walmart – Refund times depend on the payment method used. Credit/debit cards take up to 10 days, prepaid cards and PayPal up to 30 days, and third-party gift cards up to 10 days (longer for international banks). Walmart Gift Cards, EBT/SNAP Cards, and Refund Credit process within 3 hours. Healthy Benefits Plus OTC Card and Affirm refunds take up to 5 days. (Walmart.com)
- Target – Return items without a receipt by finding barcodes or receipts in the Target account, app, or emails. Guest Services can also look up purchases using payment method. Without proof, you may get a merchandise return card. For Target Plus™ items, proof of purchase is required. (target.com)
- Costco – Return policies vary between products and payment methods used. (Costco.com)
- Spotify – Yes, cancel anytime in your account online or in the app. (Spotify.com)
Conclusion: Why Receipts Matter for Your Business
Receipts are key for keeping accurate records of purchases, sales, and payments. They help with tracking expenses, managing refunds, and staying compliant with legal requirements. Using a customizable receipt template makes accounting easier, boosts your brand’s image, and builds trust with customers.
Sample Receipt Template
Use our customizable blank receipt template in formats such as Adobe PDF, Microsoft Word, ODT, or Excel for easy use.
Download: PDF / Word / ODT / Excel
BUSINESS NAME
LOGO
SALES RECEIPT
SOLD TO
Name: ________________________________ Company: ____________________________ Street:________________________________ City, State, Zip: _______________________ Phone: ______________________
DATE ____________
JOB _____________
UNIT PRICE RECEIPT #__________
ID NO. __________
CHECK NO. _______
QTY ITEM #
___ ___
___ ___
PAYMENT METHOD _____________________
DESCRIPTION __________________
DISCOUNT __________________
LINE TOTAL $ __________________
THANK YOU FOR YOUR BUSINESS!
Business: ____________________________ Name: ______________________________ Email: _______________________________
TOTAL DISCOUNT SUBTOTAL _____________________
SALES TAX _____________________
TOTAL $ _____________________
Street: __________________________ City, State, Zip:_________________
P: __________________ F: _____________________