Cash Payment Invoice Template is an easy-to-use document allowing a cash payment request from a Client or Consumer. This document can be filled out onscreen with the software appropriate to the file obtained or it can be prepared with heading and other in-house invoice information so that someone can fill it out on a job site. It is worth noting that if this document is completed and issued on-site, then it is important to make sure a copy is available for both the Company issuing it and the Consumer or Client requiring it.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – Save The Cash Payment Invoice
Invoice Clients for cash payments using the template this page connects you to. You can download your copy as a PDF file or a Word document
2 – Display The Business Or Vendor Requiring Payment
The first section on this page requests a presentation of the Business Entity’s contact details. Locate the field at the top populated with the text label “Company Name” substitute its contents with the legal name of the Billing Entity. 
The “Name” line at the top of this page should be filled out with the name of the Collecting Agent or Customer Service Representative handling this paperwork Present the mailing address that should be used to contact the Vendor or Business Entity making the cash payment request. Notice that the next blank lines in this area are labeled with the components that typically make up a mailing address. Place the Vendor or Business Entity’s “Street Address,” “City, State, Country,” and “ZIP Code” The “Phone” number and “E-Mail” address where the Customer would be able to reach the Vendor or Billing Entity must be presented on the next two lines.
3 – Produce The Invoice Information Necessary To Identify This Document
The invoice number that will be used for this paperwork in the Vendor’s bookkeeping department must be included. Submit this filing information to the blank line attached to the text label “Invoice #.” This number will contribute to a paper trail in the future when a payment is submitted or if the Client needs to discuss this bill. 
The “Date” line across the page has been reserved for the calendar day when this document first applies to the Client’s records with the Vendor issuing the invoice. Enter the appropriate “Date” to this line.
4 – Fully Document The Client’s Identity Where Requested
The Client who is expected to submit the cash required to satisfy his or her bill will have his or her own section for a report to be produced. Note that the heading “Bill To” will serve as an obligatory section heading. Input this entity’s full “Name” on the first line. 
The second, third, and fourth blank lines will carry labels naming the lines in a typical mailing address. This will refer to the Cash Client and will only be complete after you submit this entity’s entire mailing address.
5 – Dispense A Report Summarizing The Charges
The invoice table occupying the center area of this document will serve as a structured staging area where you can inform your Cash Client of the reasons, he or she must submit the dollar amount this document requests. The left-hand side of this area will bear the title “Description” and has set aside ample room for a concise but well-rounded list of merchandise or services that the Client owes payment for. 
The column with the “Amount” heading is devoted to displaying the numbers involved for this cash payment. In the first box, directly under the “Amount” heading, you will need to furnish the price of each listed item in the “Description” column. You may also produce one whole dollar value here as well to summarize the charges. The “Subtotal” box, underneath the price list you just entered, requires that a total of all the services and merchandise this cash payment pertains to be summed and reported. Enter this as a dollar value accordingly. In many cases “Tax” will need to be added to the Client’s bill. The box attached to the “Tax” text label is reserved for this amount to be produced. Complete this column (and this table) by adding the “Subtotal” to the “Tax.” These two figures summed up will be the “Total” amount that must be paid by the Client. The sentence underneath the table will need your attention to be completed. Use the blank space in this sentence to display how many days your Client is allowed to take to submit his or her cash payment in response to this paperwork.
The final text label “Special Instructions And Comments” is attached to a set of blank lines. Any topics left undiscussed thus far can be reported for the Client’s review using this area.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
1 – Open This Template As An Excel Spreadsheet
Download the cash payment invoice using the “Excel (.xls)” text-link just above. When you have the records necessary to fill out this paperwork, open it using your copy of Excel or a compatible spreadsheet program.
2 – Identify The Cash Payment Transaction
First, you should make sure your Cash Customer can readily identify this document in his or her records. Find cell F4 then replace its contents with the official invoice number assigned to this correspondence. The next cell, in cell H4, displays the current calendar day as the first effective “Date” of this document. You may leave this unedited or enter a different day. 
3 – Use Column A To Name Both Parties
Turn your attention to cell A1, then import the banner or logo used by the Vendor expecting to collect the cash payment owed. Below this, in cell A2, this entity’s legal name must be displayed. Cell A3 will begin a series of cells where we will give the Cash Customer the means to contact the Vendor at will. Begin with the “Name” of a person he or she may address a letter, email, or phone inquiry too in this cell. Next, substitute the cells carrying the bracketed text-labels “[Street Address],” “[City, State, Country],” and “[ZIP Code]” in cells A4 through A6 with the appropriate mailing information. The email address the Vendor prefers for contact must be substituted for the bracketed label “[E-Mail]” in cell A7, while cell A8 will finish this section by requesting the Vendor’s telephone number be produced. The “Bill To” portion of the “A” column will deal with the Cash Customer. He or she should be identified in this part of the invoice, especially since this section must address someone for this invoice to function. Thus, identify the Cash Customer in cell A11 and display his or her complete mailing address in cells A12, A13, and A14.
4 – Discuss The Expected Cash Payment
The center of this page is occupied by a standard structure invoice table. Here, we will use cell A17 under the “Description” title to list all merchandise and/or all services that a cash payment must be submitted in exchange for their completion. You may provide a line by line account or a summary depending upon the situation and the Vendor’s preferences. 
Cell H17, coupled with the heading “Amount,” seeks the cost of everything listed in cell A17. Add all the costs you reported above to one number then produce this number in cell H18. This is your “Subtotal.” If taxes must be paid, record them in cell H19 (“Tax”).
Use cell H20 to present the “Total” cash amount due to the Client. A21 can be used upon your discretion. This cell uses a statement to obligate an on-time payment by defining what an on-time payment is. Record this as a predetermined amount of “Days” by reporting the appropriate number in place of the bracketed sign “[*].”
Additional content unique to the Consumer, the Company, or the job can be input to the space displayed in cell A22.
