An itemized receipt confirms a paid sale and shows what was bought, line by line: each item with its quantity, unit price and amount. This template also shows each discount on its own line, directly under the item it applies to, so the customer can see what every item cost after its discount. The sample is an outdoor store sale paid by card.
The itemized receipt has:
- Business: business name, address, and phone or email.
- Receipt details: receipt number and date.
- Customer: customer name.
- Items: a table with Item, Qty, Unit price and Amount.
- Totals: Subtotal, "Sales tax, if applicable", Total, Amount paid and Balance.
- Payment: payment method (the sample shows "Card ending [last 4 digits]") and card reference.
- A footnote thanking the customer and noting that each discount is shown under the item it applies to.
- A PAID marker at the top, because the sale is paid when you hand over the receipt.
It comes as three files:
- PDF: a blank form to print and fill in by hand.
- Word (.docx) and Excel (.xlsx): the same layout filled with the sample sale for you to overwrite.
In the Excel file:
- Each row's Amount is Qty × Unit price, rounded to the cent. There are four empty rows for more items or discounts.
- The Subtotal adds all the rows, discounts included.
- "Tax rate (enter your rate)" holds 0% in the sample. "Sales tax, if applicable" is the Subtotal × that rate, rounded to the cent.
- Total = Subtotal + Sales tax, and Balance = Total − Amount paid. You type the Amount paid.
The file's tip says: for a line discount, add a row under its item with a Qty of 1 and the discount as a negative Unit price, leave the tax rate at 0% if none applies, and don't delete the rows, because the totals refer to them. The Word file has no rate cell, so type the tax amount and work out the totals yourself. The PDF is blank, so fill in every amount by hand.
The sample adds up like this:
- 3 pairs of hiking socks at $14.00 = $42.00, then "Line discount: 3 pairs of socks for 36.00" at −$6.00
- 2 water bottles at $18.50 = $37.00
- a headlamp at $34.00, then "Line discount: headlamp, 15% off" at −$5.10 (15% of $34.00)
- a trail map at $9.00
That's a subtotal of $110.90. Sales tax is 0.00 at the sample's 0% rate, so the total is $110.90. The customer paid $110.90 by card, which leaves a balance of 0.00. These are sample prices only.