A Caregiver Service Receipt Template documents the payment submitted in exchange for the care services of its Issuer. While providing Home Care, Hospice Care, or other such services can be rewarding, such a business will come with many administrative tasks. Templates are useful items that are known to lighten the load placed by some of the responsibilities since they can remove issues involving formatting and determining the subject matter presented. The Caregiver Service Template consists of several sections designed to reduce the time spent documenting received payments. Monitoring received payments with solid documentation is an important function in any responsible office.
How To Write In PDF Or Word
Download; Adobe PDF or Microsoft Word (.docx)
Step 1 – Save Your Copy Of The Caregiver Service Receipt To Your System
The “Adobe PDF” link and the “PDF” button on this page grant direct access to the PDF version of the Caregiver Receipt Template. You may choose either of these items to save this file. If you prefer to work with a “Microsoft Word (.docx)” file you may download this file version using the link above or the “Word” button in the caption area of the sample image of the template.
Step 2 – Access The Caregiver Receipt Then Identify Its Issuer
The top of the downloaded receipt will expect several items of information to introduce the Caregiver issuing this receipt. The text-field at the top of this page will begin this process with a request for the Caregiver’s “Company Name” or Professional Working Name entered. 
The next task to identify this receipt’s Issuer is to provide the full “Name” of the Caregiver or Employee generating it on the first blank line that follows the text field. Continue with entries to the next three lines. These lines carry labels that will define an address when grouped together. Record the Caregiver’s address on the lines corresponding to the “Street Address” label and “City, State, Country” label then deliver the appropriate postal code for the Caregiver’s reported address on the “Zip Code” line.The Caregiver’s telephone number as well as his or her email address on the two line reserved for these items (labeled “Phone” and “E-Mail” respectively).
Step 3 – Deliver The Caregiver Assignment Payment’s Filing Material
In addition to providing the Caregiver’s information, this paperwork must be filed with a unique document number that serves only to identify the care payment in the Caregiver’s files. Produce this “Receipt #” on the first (appropriately labeled) line after the heading. 
The “Date” when the care payment was received (and available to the Caregiver) must be noted with the receipt number. A blank line holding the label “Date” will accept the care payment “Date” as a month, two-digit calendar day, and two-digit or four-digit year.
Step 4 – Furnish The Caregiver Client’s Identity
This receipt’s next topic of discussion will be that of the Caregiver’s Client. This Parent, Guardian, or School must be named in the “Customer/Client Information” so that he or she may assume this role and receive the credit for the submitted care payment. Produce this “Name” on the line placed directly under “Customer/Client Information” 
The address where the Caregiver’s Client can reliably receive his or her business mail should be attached to this receipt as a matter of record and to aid in further defining this Party’s identity. The lines “Street Address” then “City, State, Country” that follow the “Name” you recorded as that of the Client’s should be used to present the Caregiver Client’s mailing address.The “Zip Code” attached to this address must be displayed on the next line down.Next, submit the Caregiver Client’s “Phone” and “E-mail” where requested in the “Customer/Client Information” section.
Step 5 – Submit A Report Defining The Caregiver’s Service
The table set below the Caregiver Client section is reserved for the details surrounding the care payment received. Thus, in the text-box labeled “Description,” furnish a basic report on the provided care consisting of items such as the care dates and times and any products the Caregiver charged for (i.e. reimbursables such as diapers or food). 
Step 6 – Account For The Caregiver Payment
The second column features a few text-boxes or fields that must be supplied with dollar amounts relevant to the care charges that were paid for. First, in the box under the “Amount” title, enter how much the Caregiver required for his or her service. Notice this field can be populated with multiple entries, so if a breakdown is required, this area will be the ideal place to record all charges for the Caregiver’s service and goods in this field (“Amount”).Add all figures entered in “Amount” and inform the Caregiver Client of the “Subtotal” by producing this sum in the next field down.If the Caregiver Client “Subtotal” was discounted before or during the payment, then a record of the amount of money being subtracted must be furnished in the “Discount” box.All applicable taxes to the Caregiver’s “Subtotal” for this this receipt must be listed in separate field in this column. Calculate then record any sales or service taxes that were required with the Caregiver Client’s payment.The “Total” box of this column shall seek the care service’s “Subtotal” added to the “Tax.” Remember, if a “Discount” was applied, then you must subtract this amount from the care service’s “Subtotal” before adding taxes.
Step 7 – Record Additional Caregiver Notes As Needed
The Caregiver may intend to deliver additional messages or “Notes” to the Home or Caregiver Client using this receipt. If so, the blank lines placed in the “Notes” section to the left of the “Total” will accept such material. If this paperwork will be considered complete as is once all the other sections are satisfied, then you may leave the “Notes” section blank.
Step 8 – State The Actions Behind The Table
The status of this paperwork should be solidified with a declaration. The statement in the next section will provide a method for this action but will need input. The blank line separating the first part of this sentence (“The Total Amount Of $”) and the second part (“Was Paid By”) requires the full paid amount, or “Total,” entered to complete this phrase. 
Next, the space preceding “The Customer…” seeks the Caregiver Client “Name” presented.The final space here should be populated with the receipt’s calendar “Date” of payment as it was recorded above.
Step 9 – Declare How The Funds Were Delivered
The way in which the Caregiver Client paid the Caregiver is also a matter of a discussion and will be dealt with in the “Payment Method” section where a few options to define payment have already been produced for review. The first of these, “Credit Card No.,” indicates the Caregiver Client paid with a credit card thus, requiring the corresponding checkbox be marked and the credit card number reported on the blank line provided. 
The second definition applies when the home or hospice care services were paid for by check. If so, then the “Check No.” must be recorded on the blank line with this label and the appropriate checkbox should be selected.If the Caregiver received payment directly in the form of paper money, then select the box holding the “Cash” label.The previous selections all define standard or popular methods of payment however, if the Caregiver has accepted payment in some other medium (i.e. an app, a money order, or third party) then choose the box labeled “Other.” The blank line presented here will accept your further definition of the Caregiver Client’s “Payment Method.”
Step 10 – Gain The Client Signature For Authorization
The Caregiver’s Client must provide a confirming signature to the above information. He or she must review all the material supplied by the Caretaker or Caretaker Service, then sign his or her name on the “Customer’s Authorized Signature” line. 
How To Write In Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Obtain The Excel Template To Issue A Caregiver Service Receipt
The text above, “Microsoft Excel (.xlsx),” is a selectable link allowing you to download or save the Caregiver Receipt Template to your system. The “Excel” button on this page can also be used to download this receipt.
Step 2 – Introduce The Caregiver Service
The Caregiver Service that has been paid and must now issue this receipt should be identified in the top left of this template. Therefore, locate cell A1 and A2. Import the Caregiver Service’s logo or trademark image to cell A1 then type in the full name of the Caregiver Service being paid in cell A2. These items will display in the top left of the printed version of the spreadsheet. 
Proceed to cell A3 where a record of the Caregiver or that of the Caregiver Employee receiving payment should be entered.The business address where the Caregiver Service is reachable should be produced down the next three fields. In cell A4 (“Street Address”). Enter this address as the three items called for by cell A5 (“City, State, Country”) and cell A6 (“Zip Code”).The Caregiver Service’s “E-Mail” address and telephone number should also be a part of this area since they will enable timely contact with the Caregiver or Caregiver Service generating this paperwork. Produce this contact material, as requested, in the cells A7 (for “E-Mail”) and A8 (for the “Phone” number).
Step 3 – Define This Document In The Caregiver Service Records
The receipt number that documents the payment given to the Caretaker Service by the concerned Client should be dispensed as the content of cell F3 (just under the field containing the “Receipt #” title). A specific “Date” of payment should be coupled with the receipt number generated. Document the month, day, and year of the payment being discussed in cell H3.
Step 4 – Assign The Payment Credit To The Caregiver’s Client
The “Customer/Client Information” section of this page seeks a definitive Party to be named as the one that has surrendered payment for the home or care services that were billed. Produce the full “Name of the Paying Entity in cell A11 to serve the purpose of this receipt. 
Next, deliver a submission of the Caregiver Client’s billing address utilizing the next three fields to do so. The “Street Address,” “City, State, Country,” and the “Zip Code” of the Caregiver Client address is thus, expected to be presented field by field in cell A12, A13, and A14.The “E-Mail” and “Phone” number of the Caregiver Service’s Client should complete this area. Seek out these labels in cells A15 and cell A16.
Step 5 – Discuss The Care That Required Payment
A receipt table presented at the center of this page will seek some detail relating to the received payment. The first will be a “Description” of the caregiving services and/or merchandise that was paid for by the Customer. Use cell A19 to discuss these services, it is recommended that a record of the dates and hours involved along with the care given (or will be given) be defined in this field. If a contract or service agreement in effect contains this information, then you may record its title and effective date. 
Step 6 – Produce The Caregiver Service Amounts That Were Paid
The “Amount” that was originally agreed upon for all the discussed care services and products are needed in the next area of this table. Seek out cell H19, then produce a report of all the costs required for service excluding taxes or applicable discounts.Once a record of the base costs that were covered with payment is submitted, a summary will be requested in cell H20. Thus, add all such dollar values entered in cell H19 to each other then produce the result as the care service’s “Subtotal” in cell H20.A “Discount” may have been afforded to the Caregiver’s Client to decrease the amount he or she was required to pay for the service. If so, enter the dollar amount to be subtracted in cell H21.Cell H22 of this sheet seeks one final calculated item. Here, the “Tax” portion of the surrendered payment must be defined. If a sale/service “Tax” was imposed on the purchase, then it must be defined for the Client in cell H23.Complete this report on the paid amount by subtracting the Caregiver’s “Discount” (cell H21) from the “Subtotal” (cell H20) then adding the “Tax” (cell H23). This result must match the paid amount.
Step 7 – Furnish Details To The Receipt’s Declaration
Two declarations must be produced to this receipt to support the completed table. In cell A24, find the words “Was Paid By” then remove the dollar sign in the parentheses. Supply, instead, the dollar value of the payment. 
Notice the brackets following the phrase (“Was Paid By”). Replace these with the Caregiver Client’s full “Name.”This statement’s conclusion requires that a record of the “Date” be furnished in place of the next placeholder label. Report the Caregiver Client’s “Date” of payment following the word “On” in cell A24’s declaration.
Step 8 – Classify The Payment Type Used
The “Payment Method” label occupying cell A26, seeks an explanation as to how the Caregiver was paid. If by credit card, then click in the checkbox presented by cell A27 and supply the credit card number as requested by label (“Credit Card No.”).
A check payment may also be quickly documented in this fashion. If the Caregiver’s Client opted to pay by check then select or click the box in cell A28. Naturally, a record of the check or ledger number will need to be presented.The “Cash” box has been supplied so that a payment submitted by paper money can be quickly documented. Mark the box in cell F27 if such a “Payment Method” was used.If the payment surrendered by the Caregiver’s Client cannot be adequately categorized with these methods, then select the checkbox contained in cell F28. This payment description requires that a report on the way the “Total” was given to the Caregiver be presented.
Step 9 – Request The Caregiver Client’s Signature
The Caregiver Client will need to sign this receipt in order to prove that the payment it documents was submitted willingly (intentionally). The blank line in cell A29 holds a blank line labeled “Customer’s Authorized Signature.” This line should be signed by the Caregiver Client either in person or electronically. It is important to note, this receipt remains incomplete and ineffectual as a record without the requested signature. 
