How to Write a Receipt

Опубликовал Admin
13-03-2019, 13:00
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Receipts serve as a record of sale and as a document for customer payments. If you want to provide a customer a receipt, you can handwrite one on a piece of paper or create one digitally using a template or software system. If you plan on doing business, it’s important that you know how to properly write a receipt for proper documentation, tax purposes, and to protect yourself and your customers.

Sample Receipts

Handwriting a Receipt

  1. Buy a carbon copy receipt book to make writing receipts easier. You can purchase a carbon copy receipt book online or at an office supply store. These booklets have a thin piece of carbon paper under every receipt that will serve as a copy that you can keep for your records. If you don’t have a booklet on hand, you can handwrite the receipt on a piece of paper.
    • These booklets already have the receipt fields labeled as well so you don’t have to write them in manually.
    • Use a dark-colored pen when using a receipt book so that the copy transcribes on the carbon paper.
  2. Write the receipt number and date on the top right. Write out the full date that you made the sale and a chronologically ordered receipt number under it. Each receipt should have a number so that you can keep track of each sale throughout the day. For the receipt number, start with 001 and go up one number for every receipt. You can do this ahead of time so you don't need to write it everytime you make a sale.
    • For example, the top right of the receipt would look something like: January 20, 2019 004
    • You can reset the receipt numbers every day as long as you also write the date on every receipt.
    • Most receipt booklets will already have a different receipt number for each receipt.
  3. Write your company name and contact information in the top left. Write your company phone number and address under the company name. You can also include other details like the website, social media accounts, and/or operating hours. This information will serve as proof that your company made the sale and will help the customer contact you if they need to.
    • If you don’t have a company, write your full name instead of a company name.
  4. Skip a line and write down the items purchased and their cost. Write the name of the item on the left side of the receipt and write the cost of each item on the right side of the receipt. If you sold more than one item, list the items and their prices in a row.
    • For example, an itemized list on a receipt should look something like: Toilet paper………..$4 Comb………………$3 Moisturizer………...$20
  5. Write the subtotal below all of the items. The subtotal is the cost of all the items before taxes and additional fees. Add up the cost of each of the items that you sold and write the total number under the list of item prices.
    • To be accurate, use a calculator to add up the items.
    • The subtotal should look something like: Toilet paper………..$4 Comb………………$3 Moisturizer………...$20 SUBTOTAL………..$27
  6. Add taxes and other charges to the subtotal for the grand total. List the name of the tax or additional charges on the left side of the receipt and transcribe their cost on the right side of the receipt. Then, add any applicable fees and taxes to the subtotal to get the grand total, or the amount that the customer has to pay.
    • The grand total should look something like: SUBTOTAL………..$27 Sales Tax………….$5.50 Shipping…………..$3 GRAND TOTAL…..$35.50
  7. Write down the payment method and the customer's name. The payment method could be cash, check, or credit card. On the last line of the receipt write the customer’s full name. If they paid by credit card, have them sign the bottom of the receipt. Then, make a copy of the receipt and keep it for your records and hand the customer the original receipt.

Making a Digital Receipt

  1. Download a receipt template for an easy digital solution. If you are providing someone a receipt online, it may be easier to write the receipt on the computer. In this case, search for receipt templates online and download one that suits your needs. Then, fill in all the applicable fields using a word processor and send the customer a copy of the receipt.
    • Remember to include the date of sale for any receipt that you write.
    • Only download templates from sites that look reputable.
  2. Use software to create receipts with a professional look. Compare paid and free receipt generating software programs and download the one that best suits your needs. Set up the program and fill in your company name and information on the settings tab. Then, it’s just a matter of properly filling in the applicable fields. Once you’re done, the program will generate a professional-looking receipt for you to give to the customer, and will log the receipt in its database so you can refer to it later.
    • Popular receipt programs include NeatReceipts, Certify, and Shoeboxed.
    • You can also upload your company logo so that it shows up on the customer copy of the receipt.
  3. Use a POS system for highly accurate receipt management. A POS, or Point of Sale System, is a system that helps you track business expenses, sales, receipts, and can process payments like checks and credit cards. This system will automatically generate a receipt for the customer at the point of sale and log the sale in your database. Compare different POS systems online and choose one that fits your needs. Then, download the system onto your computer and work with customer support to get automatic receipts generated every time you make a sale.
    • Popular POS systems include Vend, Shopify, and Square Up.
    • Many POS systems can now be downloaded on your phone, tablet, or computer.
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