A Retail Store Receipt Template can be used at any point of sale when a Customer requires proof that he or she has completed a transaction with payment. This paperwork aids the Retail Entity issuing it in proving the Client received and paid for the goods on the receipt and helps both Entities maintain their financial records. In addition to solidifying proof of purchase for one or both of these Parties, it will usually satisfy additional tasks such as verifying the Client’s purchase for reimbursement from an Employer or aiding the Retail Entity in keeping track of which of its stock tends to have high sales. Thus, the Retail Store Receipt Template can be utilized both during and after a sale and remains a matter of good record-keeping.
How To Write In PDF Or Word
Download: Adobe PDF Or Microsoft Word
Step 1 – Access The Retail Store Receipt Template As A PDF Or Word Document
Examine your software environment then determine whether you would prefer to work with an “Adobe PDF” file or a “Microsoft Word (.docx)” file type (linked above). Once you determine this, you may use the items above or the buttons “PDF” and “Word” to access and download the receipt format you wish to work with.
Step 2 – Name The Retail Entity Issuing This Receipt
As mentioned earlier, this receipt will serve as a record for the Client as well as the Retail Entity issuing it. This means that both Retail Entity and Client must be presented through this paperwork, beginning in the upper left-hand corner with the Retail Entity’s full “Company Name.” Locate the text field with these words, then type in the Retail Entity’s legal name as the material to be displayed in this area of the page. 
Follow up the Retail Entity’s legal identity by recording the first, middle, and last “Name” of the Retail Representative who can verify the receipt of the Client’s payment. The first line under the text field is reserved for this Employee’s identity. The mailing address the Retail Entity maintains for correspondence can be summed up with the blank lines labeled “Street Address” and “City, State, Country” as well as “Zip Code.” Report the Retail Entity’s address for this receipt using these lines.
Lastly, the “Phone” number the Retail Entity wishes its Customers to use should be presented along with its “E-Mail” address on the last two blank lines in this section.
Step 3 – Report On This Receipt’s Basic Filing Material
The “Receipt #” line that follows the heading has been placed on the left side of the page in a shaded bar. This entry must be comprised of a string of digits that will not repeat themselves in the Retail Entity’s filing system. Usually, this will be set by a POS (Point Of Sale) system at the time of purchase. Access then report this number on the “Receipt #” line. 
Continue to the right to report the exact “Date” that payment was received. This must be calendar “Date” when the funds are available to the Retail Entity and may differ from the day the Client submitted payment (i.e. when paying by check or credit card).
Step 4 – Document The Retail Client’s Identity
The “Customer/Client Information” section of this document should be supplied with the Retail Client’s “Name,” mailing address, and other contact information. Input the Retail Client “Name” on the first line here. 
Continue dispensing information to this section by producing a report on the Retail Client’s mailing address using the three lines that follow (“Street Address” through “ZIP Code”). Conclude recording the Retail Client’s identity by supplying his or her “Phone” and “E-Mail” address to the final two lines of the “Customer/Client Information” section.
Step 5 – Provide The Details Defining The Purchased Retail Goods
The table set center-stage in this receipt will need a few pieces of information to fully document the submitted payment. First, list the purchased retail products in the first column. If more than one product is sold, then list each brand/type on a different row. 
Since the goal is to document a specific payment for the item(s) listed, the number of purchased retail products should accompany the brand/type/name of each product listed on the left. This can be either the number of items that were paid for or, if dealing with a partial payment, the number of items ordered as a whole.
Step 6 – Dispense All Figures That Contributed To The Receipt Total
The “Rate” column refers to the retail products’ unit price or individual cost. Report the dollar amount that was expected for the purchase of each unit of the concerned retail product on that row. Moving across rows, multiply the “Quantity” with the “Rate ($)” on each row and display this result as the dollar “Amount” each retail item cost. Present the appropriate figure for each row in the “Amount” column. Moving down the “Amount” column, add all the multiplied products to a single sum. This will be the retail receipt’s “Subtotal” value (known as a total without any taxes added). The “Discount” field that follows next requests that any dollar value that will be subtracted from the cost of the paid items be reported. Now record the retail discounted subtotal’s applicable taxes in the “Tax/VAT” field. Remember, the “Subtotal” must have the “Discount” subtracted from it before taxes are calculated. If this was not the case, the Customer may be due for a refund or a store credit.
Finally, double-check to make sure the “Total” is equal to the discounted retail “Subtotal” plus its taxes. This final figure must be placed in the “Total” field.
Step 7 – Include Additional Retailer Material As Needed
The “Notes” section can call attention to any attachment made with this paperwork or may be used to pass information along directly with this receipt. If no further information is required then you may leave this area unattended or enter the word “None.”
Step 8 – Describe For The Retail Payment Submission
Continue past the table to the statement beginning with “The Total Amount Of…” then input the dollar amount submitted by the Retail Client as payment on the first blank line, the full name of the entity that submitted this payment on the second blank line, and the calendar date this money was submitted on the third blank line. Note that the receipt date may differ from the day these funds were submitted, especially when certain forms of payment were used. 
Step 9 – Indicate The Retail Customer’s Method Of Payment
The “Payment Method” section near the bottom of this page presents four checkboxes “Credit Card No.,” “Check No.,” “Cash,” and “Other.” You must mark each checkbox that defines how the retail payment was submitted as well as supply any needed information to complete it. For instance, since the Retail Client in this example has used a credit card to pay for the products, the first checkbox has been marked and the credit card number the Retail Customer used has been filled out on the blank line provided. 
Step 10 – The Retail Client’s Authorization Is Mandatory For Certain Payments
If the Retail Client is receiving this receipt in response to a credit card or check payment (or something similar) then he or she should sign the “Customer Signature” line to prove this payment was authorized by him or her. 
How To Write In Excel
Download: Microsoft Excel
Step 1 – Download The Retail Receipt Template As A Spreadsheet
Select the “Microsoft Excel (.xlsx)” text link above this statement or the “Excel” labeled button under the sample image to download, complete then issue a receipt documenting payment to a Retail Entity.
Step 2 – Tend To The Heading With The Retailer’s Identity
Open the Retail Receipt Template that you acquired then select cell A1. Insert the Retailer’s logo to this field and type in the “Company Name” of this entity in cell A2. 
Record the full “Name” of the Retailer’s Customer Service Representative in cell A3. This must be the Party who physically accepted the Client’s payment on behalf of the concerned Retailer. Next use cells A3, A4, and A5 to present the Retailer’s business address. This will be expected as the Retailer’s “Street Address,” “City, State, Country,” and “Zip Code.” Cell A7 and cell A8 are also meant to deliver the Retailer’s contact information by reserving a display area for this Entity’s current “E-Mail” and “Phone” number.
Step 3 – Furnish This Paperwork With Filing Material
The “Receipt #” the Retailer wishes used to keep track of the submitted payment should be issued to cell F3.
Produce the “Date” when the Client’s payment to the Retailer has been successfully received in cell H3.
Step 4 – Attach The Retail Client’s Billing Information
The Retail Client that has submitted the payment must be included in the reports displayed on this receipt. This gives the Customer the security of having his or her “Name” confirmed as that of the Paying Entity in this receipt and can be useful for additional paperwork in the future. 
Cell A12 (“Street Address”), cell A14 (“City, State, Country”) expect the Retail Client’s mailing address and will also seek a separate “Zip Code” (cell A15) entry to complete this address.
The next two cells seek the Retail Client’s “E-Mail” address in cell A15 and his or her telephone number in cell A16 (“Phone”).
Step 5 – Account For The Paid Retail Products
Now, a record of the Retailer’s purchase products should be attached to this document. Column A (“Description”) will accept the product names and numbers that the Client submitted payment to obtain. Several rows are available so an organized record can be made. 
The next column, “Quantity,” expects documentation of the number of retail products ordered by the Consumer. Correspond each number you enter with the product name you reported.
Step 6 – Present The Retailer’s Pricing Requirements
The third table area, titled “Rate ($),” is set to complete a majority of this table for you. Once, the price of the retail item is entered, it will be multiplied by the “Quantity” on that row then be presented as the “Amount” of money that was required of the Customer for this purchase. If the Retailer gave the Consumer a “Discount,” then enter its dollar value in cell H29. This table can only be considered a complete for the purpose of this receipt if the “Tax/VAT” the Client owed for the discounted “Subtotal.” Enter how much money the Retailer charged the Consumer in sales tax or value-added tax in cell H31.
Step 7 – Discuss The Retail Client’s Received Payment
Turn your attention to cell A32 where the bracketed terms “([$]),” “Name,” and “Date” have been placed in a statement. These items should be deleted then replaced with the numerical value of the dollar amount the Consumer paid, the “Name” of the Paying Consumer, and the “Date” when the payment was surrendered to the Retailer issuing this receipt. 
Step 8 – Further Define The Retail Client’s Payment
The Retail Client’s “Payment Method” should be indicated by marking the checkbox labeled “Credit Card No.,” “Check No.,” “Cash,” or “Other.” Only place a mark in the selection that applies to the Client’s payment. Notice some choices (“Credit Card No.,” “Check No.,” and “Other”) expect additional information and provide a blank space where this can be provided. Thus, if the Client paid by credit or check make sure to mark the appropriate box and report the credit card number used or the check number submitted. Similarly, if none of these apply, then a description of the payment method used should be supplied. In the example provided below, the Customer has paid with a credit card. Therefore the first checkbox is selected and the “Credit Card No.” used is presented in this option. 
Step 9 – Obtain The Retail Client’s Signature As Needed
The final area requiring attention is in cell A37 requires the Customer’s participation. He or she must review this document along with the payment descriptions that were discussed then sign the “Customer’s Authorized Signature” line to complete this transaction. 
