This template confirms that a customer has paid in full for goods you sold them. You give it after the payment, so it shows a balance of 0.00 and a PAID marker. The sample is a garden store selling planters, potting mix, shears and gloves to a named customer who paid by card.
The sale receipt has:
- Seller: business name, address, and phone or email.
- Receipt details: receipt number and date of sale.
- Sold to: customer name and an optional email.
- Items: a table with Item, Qty, Unit price and Amount.
- Totals: Subtotal, "Discount (10%)", "Sales tax, if applicable", Total, Amount paid and Balance.
- Payment: payment method (the sample shows "Card ending [last 4 digits]"), transaction reference and date paid.
- A footnote thanking the customer and asking them to keep the receipt for their records.
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 item rows for more items.
- "Discount rate (enter your rate)" holds 10% in the sample. The discount is the Subtotal × that rate, and the discount line's label shows the rate you enter.
- "Tax rate (enter your rate)" holds 0% in the sample. "Sales tax, if applicable" is that rate × the Subtotal less the discount.
- Total = Subtotal − Discount + Sales tax, and Balance = Total − Amount paid.
The file's tip says to set either rate to 0% to leave it out, and not to delete the rows, because the totals refer to them. The Word file has no rate cells, so type the discount and tax amounts yourself and edit the "(10%)" in the discount label. The blank PDF also prints the label as "Discount (10%)", so correct the percentage by hand if yours is different.
The sample adds up like this: 2 × $24.00 + 3 × $12.50 + $19.50 + 2 × $7.50 = $120.00. The 10% discount is $12.00, and sales tax is 0.00 at the sample's 0% rate, so the total is $108.00. The customer paid $108.00, which leaves a balance of 0.00. These are sample prices only.