Creating a Receipt in Excel

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If you're looking to create a receipt in Excel but are unsure how to do it or which template to use, refer to our guide below.

Receipts are essential in civil, business, or commercial transactions, including buying and selling goods, real estate deals, and land transactions. Handwritten receipts maintain legal validity and serve as evidence to determine monetary transactions between parties in case of disputes.

Receipts provide a legal basis for proving monetary transactions between parties.

Creating a Receipt in Excel

In this article, we'll guide you on how to create a receipt template in Excel as shown below:

Step 1: Open the Excel 2016 software or the Excel version you are using.

Step 2: Perform the composition and formatting on Excel with the following details:

- Create a new sheet and name it ListNames, for example. On this sheet, create a table, compose, and list details like Full Name of the payee, Address, Amount, Notes... as shown in the image below:

- Create another new sheet named

ReceiptForm -> You can later make this the first sheet as it will be extensively used for entering information in the Receipt, for printing purposes...

Step 3: This is a crucial step for composing and creating functions in the ReceiptForm sheet.

- RECEIPT FORM : In this section, compose the text normally, then capitalize and bold it.

- From row A5 to A11 , the text should be: Full Name, Address, ID Number ... Issued Date ... at..., Total Amount, Received, Outstanding -> input text normally, align, and adjust margins in Excel appropriately.

- In row 13 for Receiver and Giver: You can use regular text input or utilize Insert -> select Textbox to create a box.

- In cells B5, B6, B8, B9, B10 you will use the INDEX function to retrieve data from the ListNames sheet.

After entering the formula, press Enter to display the result as shown in the image below:

To input formulas or simply click on Recipient List -> immediately update the relevant cells, you need to set up and name the range (Formulas ->Name Manager), while also utilizing the INDEX function.

- In row A11 - In words: In this section, input the formula =VNU(B10) then press Enter to display the amount in words.

- If you want to add more individuals to the list in the ListNames sheet, and have the formula update automatically, follow these steps:

+ Go to the Formulas tab -> select Name Manager -> then click on the Name Recipient. Excel will display the area for this name.

+ Afterward, you adjust the area (Refers to:) according to your needs. Subsequently, perform similar editing operations with the Name ListNames

Sample Excel Receipt Template

If the steps to create a receipt seem too complicated for you -> you can download the sample Excel file for Receipt Form from Mytour here and start using it right away.

This guide not only helps you understand How to Create a Receipt in Excel by composing, formatting, and using functions on the Excel spreadsheet application but also ensures you have a standardized receipt with automatically updated essential information.

Additionally, Mytour has curated ready-to-use receipt and expenditure form templates that you can download and use instantly. Feel free to download them for your convenience!

Frequently Asked Questions

What are the essential steps to create a receipt in Excel?

To create a receipt in Excel, start by opening Excel and creating a new sheet for your data. List key details like Full Name, Address, Amount, and Notes. Then, create another sheet for the Receipt Form where you'll format the text and use functions like INDEX to retrieve data. Finally, ensure to save your template for future use.

Can I download a ready-made receipt template from Mytour?

Yes, you can download a ready-made Excel receipt template from Mytour. This option is convenient if the steps to create a receipt seem complicated. Using a pre-designed template allows you to quickly input information without needing to build a new format from scratch.

Why is it important to create a receipt for transactions?

Creating a receipt for transactions is crucial as it serves as legal proof of monetary exchanges between parties. Receipts help clarify details of the transaction, providing evidence in case of disputes and ensuring that both parties have a record of the agreement.

What functions should I use when creating an Excel receipt?

When creating an Excel receipt, essential functions include INDEX for retrieving data from other sheets and VNU for converting numerical amounts into words. These functions help automate data management and improve the accuracy of the information on your receipts.

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