How to Fill Out a Receipt Book

O use a receipt book, first find the page with the pre-printed forms. Then, fill in the date, amount, payee and purpose of the payment in the blanks provided. Finally, make a copy of the receipt for your records. Having branded receipts will help you to market your business. The receipts can be made to include the business’s name, contact details, website, slogan, etc. All you have to do is use our receipt book template and edit out the details as you see fit.

You can stuff your receipts into one of our Magic Envelopes (prepaid postage within the US). Use our receipt tracker + receipt scanner app (iPhone, iPad and Android) to snap a picture while on the go. Or forward a receipt to your designated Shoeboxed email address. Once you have a template that you like, create duplicates of the template in Word or Google Docs. On average, receipt books have between 3 to 5 receipts per page.

Tips for Filling Out a Physical Receipt Book

The business keeps a copy of this on yellow paper, which is called the duplicate or carbon copy. In short, an invoice is a payment request, and a receipt is a proof of being paid. And don’t forget to write the tax due at the bottom of your receipt. For each item, write down its corresponding price at the end of the row or line. Always remember to multiply the single product’s price by its quantity first if you sell more than one unit of that product.

This can be cash, credit card, debit card, or any other form of payment. Record the payment method and the amount to be paid, and indicate if any change is required. This information lets you provide accurate data to the accounting department and helps the customer keep track of their payment records. The best practice is to provide a duplicate copy. One copy should go to the customer, and the other should stay in the book for your records. This helps you track business expenses and sales, and it also provides the customer with a proof of purchase.

Why are receipt books important?

It is pre-written in most receipts, whether manual or digital. You want to distinguish the payee from the account, because they are not always the same. Using a unique receipt number helps keep track of the receipts. Lastly, always make sure that the invoice number is unique. This will help you avoid any confusion or mistakes in tracking the sale. If you accidentally use the same invoice number twice, it can be difficult to figure out which receipt corresponds to which sale.

The amount of tax collected should be clearly marked on the receipt. The date and time of the sale should be recorded on the receipt. This information is vital for bookkeeping and record keeping purposes. It will also help you to how to fill out a receipt book track sales and identify trends in your business. The date and time can be written in any format that is easy for you to understand. If you have a point of sale system, this information may be automatically recorded for you.

Free Sales Receipt Templates (Premium Designs)

Use adjustable glue to affix the top part of each receipt page on top of the other. Let the receipt book fully dry before you begin to use it. Write the name of your product on the left-hand side of the receipt. Make sure you also enter a specific description of the product like the size, quantity, color, etc.

Another way is to scan the receipts and store them electronically. This can be helpful if you need to access the receipts quickly and easily. Lastly, you can take pictures of the receipts and store them on your computer or in the cloud.