Payment Receipt

Description

Give customers a proper receipt every time they pay. Enter an invoice number and the receipt fills in the client, amount and payment details, while the invoice log tracks what is paid and what is due. This payment receipt template works in Excel and Google Sheets.

What it does

• Printable payment receipt with your business details
• Client, amount and payment mode filled in from the invoice log
• Invoice log with due dates, paid status and days to pay
• Collections by month and by payment mode
• Dashboard with invoiced vs collected and outstanding amounts

How it works

1. Settings: add your business details and payment modes.
2. Invoice Log: record invoices and mark them Paid with the date and mode.
3. Receipt: enter the invoice number, then print or save as PDF.

What’s inside

Start Here guide, Dashboard (10 headline numbers and 5 charts), Invoice Log, Receipt, Clients, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Step-by-step guide

New to this? Read our guide: How to Make a Payment Receipt in Excel.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.