The Professional Services Receipt Template contains the formatting and language needed to document an authorized Customer payment. Such documentation enables a Professional to prove that his or her Client’s payment was approved while it provides the Client with a clear record of his or her expenses. Thus, both parties can benefit from the completion and issuance of this paperwork. This template has already defined the sections required for this task and can be completed with the basic details concerning the Professional, the Client, the commissioned work or project, as well as the payment.
How To Write In PDF And Word
Download; Adobe PDF Or Microsoft Word (.docx)
Step 1 – Save The Professional Services Receipt As A PDF Or Word File
The Professional Services Receipt displayed on this page is obtainable as a “PDF” template and a “Word” file by clicking on either button presented with the image. Similarly, the two links in this section labeled respectively as “Adobe PDF” and “Microsoft Word (.docx)” grant access to the same files as the buttons will. Select the file version you desire using either of these items.
Step 2 – Introduce The Professional Being Paid
The “Company Name” that the Professional operates his or her service under should be dispensed to the first text-field of this receipt. 
Submit the complete “Name” of the Employee or Professional Service Provider who will testify to the received payment on the first blank line. Document the Professional Service Provider’s entire address on the lines carrying the “Street Address” and “City, State, Country” labels then, indicate The Service Provider’s “Zip Code” on the next line. The “Phone” number of the Professional Service Provider and the “E-Mail” address that he or she maintains should be produced as a convenience on the last two lines.
Step 3 – Define This Document With The Professional’s Filing Details
The receipt number the Professional Service Provider has determined as the received payment’s filing ID on the first blank line after the header (labeled “Receipt #”). 
Locate the blank line directly across the receipt labeled “Date.” Document the month, the day, and the year when the Professional Service Provider received the discussed payment on this line.
Step 4 – Furnish The Paying Client’s Information
The section holding its title in bold print, “Customer/Client Information,” will formally attach the information on this receipt to the Client. Begin this process by delivering the complete Client “Name” on the first line on display. 
Next, verify the Client’s address by transcribing it from the records to the “Street Address” line, the “City, State, Country” line, and the “Zip Code” line. The two lines below displayed beneath the address lines just tended to are labeled with the words “Phone” and “E-Mail.” Both these labels request the Client’s current contact information.
Step 5 – Discuss The Professional Services Behind The Payment
The services that were paid for by the Client are a necessary topic for this receipt’s function as a record of payment. The table placed in this receipt seeks some basic facts regarding the Professional’s services such as the dates and times it will be (or was) provided along with a basic “Description” of the work. The title of a service contract containing such information can also be utilized to populate this first field of the receipt table. 
Step 6 – Offer A Breakdown Summary Of The Costs That Were Paid
The next column, underneath the “Amount” title, will require several entries down a few cells. The first cell here will need the base price set by the Professional Service Provider entered. You may list as many dollar values as needed to correspond with the report produced on the right. The “Subtotal” field in this column seeks the sum of all professional service charges in the “Amount” cell above. Enter this dollar value numerically as requested. Locate the field attached to the “Discount” label then document the dollar value the Professional Service Provider deducted from the “Subtotal” in its content. If no “Discount” was given to the Client, it may be left blank or be populated with “$0.00.”The “Tax/VAT” field is the next text-box in this column. If the Professional Service Provider is obligated to attach a service tax, this dollar amount must be reported in the “Tax/VAT” field. This receipt’s primary goal will be to document the “Total” amount of money paid by the Client. Now that we have presented the figures involved in the required payment, we will present its dollar value. This should be the same as the discounted “Subtotal” plus the service (and if applicable sales) taxes. Enter this amount as the Professional Service Provider’s “Total” required.
Step 7 – Additional Messages And Notes To The Client Can Be Made
The section that is visible directly underneath the table, labeled “Notes,” contains several empty lines available for your use. Should the Professional issuing this receipt wish to include comments or instructions, this area is ideally placed to present such additional material.
Step 8 – Furnish The Professional’s Payment Declaration With Content
The sentence on display underneath the table contains the language needed to give a basic summary of this paperwork. The first few words of this sentence lead to a blank line where the dollar amount paid to the Professional Service Provider must be verified by entering as its contents. 
A production of the Client’s name will also be needed in this statement. The next empty line (placed immediately after “…Was Paid By”) is set here to receive your entry of this name. The last available line on this page seeks the exact date of payment produced for display.
Step 9 – Identify How the Professional Was Paid
The way the Professional Service Provider’s Client submitted the required dollar amount should be defined before we conclude this paperwork. The area beginning with the phrase “Payment Method” requires one or more of its checkbox items selected. The “Credit Card No” option is the first definition that can be attached to the payment. Mark this checkbox if the Client used this type of payment to submit the “Total” then record the account number on the credit card on the blank line that follows. 
A second payment type can be documented as used by the Client. If the Client used a check, then mark the “Check No.” box and report the ledger number on its face to the blank line provided here. The “Cash” option should be selected as the type of payment submitted if the Client used paper money to satisfy his or her bill. The “Other” option here can be used if the Client payment was not submitted in one of the previous methods. In this case, mark the checkbox labeled “Other” then deliver a description of the payment method to the available blank line.
Step 10 – Submit A Request For The Client Signature
The Client that has been documented as the Payer must sign this document to complete it as a record. This is because the services required, and the payment submitted must be approved by the Client. 
How To Write In Excel
Download; Microsoft Excel (.xlsx)
Step 1 – Download The Professional Services Receipt As A Microsoft Excel Document
The “Microsoft Excel (.xlsx)” template to issue a Professional Services Receipt can be obtained using the link above or the “Excel” button on display in the caption of the sample image.
Step 2 – Submit The Professional Service Provider’s Identity
Open the sheet then furnish the Professional’s logo to cell A1 as a replacement for its displayed wording “Add Your Company Logo Here.” 
Cell A2 seeks a record of the “Company Name” the Professional operates with. Make sure to include any suffixes of status (such as “Co.,” “Inc.,” or “LLC”) that are a legal part of the name. The third requirement is the “Name” of the Professional or the Professional Service Representative issuing this receipt. Supply this to cell A3. The address of the Professional Service must be furnished in cell A4 and A5. This will require that you produce the material each field requests through its labels. The “Street Address” and the “City, State, Country” should both be used for this address presentation. Report the “Zip Code” of the Professional Service in cell A6. The Professional’s email address and telephone number should also be documented. Use cell A7 and A8 for this purpose.
Step 3 – Dispense The Professional’s Filing Material
It will be important that the “Receipt #” the Professional has determined and assigned to the Client’s successful act of payment is furnished to cell F3. The “Date” of the Client’s payment should be submitted for the record in cell H3.
Step 4 – Attach The Payment Record To The Correct Client Account
The “Customer/Client Information” section here seeks the “Name,” “Street Address,” “City, State, Country,” and “Zip Code” of the Professional’s Client (or Customer) entered in cell A11, cell A12, cell A13, and cell A14 (respectively). The “E-mail” address label in cell A15 is set here along with the “Phone” number label in cell A16 to receive additional contact information the Client maintains.
Step 5 – Include A Discussion On The Professional Services That Required Payment
Notice this receipt comes with a table presented at its center. Cell A19, the “Description” field, expects a basic report on the services that were paid for in this receipt. This can be the service contract title in effect or a log of the service hours involved for the job. Make sure the report provided here is brief enough to act as an easy reference yet adequate to define the Professional’s services. 
Step 6 – Apply The Professional’s Pricing Schedule To The Defined Services
The “Amount” column in this table is devoted to delivering the pricing used to determine the “Total” that was paid. The first step in this process will be to record the Professional’s prices for the detailed services (or contract). Produce each of these dollar amounts in cell H19. Combine the Professional’s service charges (listed in cell H19) to one sum then report this result in as the Professional’s “Subtotal” in cell H20. If the Professional allowed a “Discount” on the “Subtotal,” then a record of this must be produced in cell H21 next to the word “Discount.” The “Tax” the Professional was obligated to collect on the “Subtotal” should also be stated for the record. Thus, if a service, sale, or other “Tax” was collected deliver its dollar value in cell H22. The final table field is labeled “Total” (appropriately) and will seek the resulting value of cell H20 (the “Subtotal”) minus cell H21 (“Discount”) added to cell H22 (applicable “Tax”). Present the figure resulting from this math in cell H23 as the paid “Total.”
Step 7 – Use the Declaration’s Wording To Set This Receipt’s Payment In Writing
The statement in cell A24 presents a declaration that summarizes the Client’s payment. The words “The Total Amount Of $…” require the numerical value of the payment delivered in place of the bracketed dollar sign displayed immediately following them. 
Produce the full “Name” of the Paying Client as a replacement for the bracketed label after the language “…Was Paid By” The final set of brackets here will require removal and replacement. This replacement must be the calendar “Date” when the payment was received.
Step 8 – Produce Documentation Of The Payment Type
The term “Payment Method” in cell A26 intends to solidify the type of payment that was submitted by the Client. The term “Credit Card No.” in cell A27 should be selected when the Professional has accepted a credit card payment. If so, then copy the account number visible on the card to the space following this label. Cell A28 allows the alternate method of payment to be defined as made by check. Mark this box if this is how the Client paid the Professional then report its ledger number after the words “Check No.” If neither of the previous payment options can be used to define payment because the Client paid in “Cash” then mark the checkbox in cell F27. The text in cell F28 (“Other”) should be selected if the past three options cannot define the type of payment delivered to the Professional. This choice also requires that a discussion on the payment method be produced following the “Other” label.
Step 9 – Obtain the Client’s Authorization For the Professional Service Provider’s Payment
The blank line near the bottom of the receipt in cell A29 is labeled “Customer’s Authorized Signature” and must be signed by the Paying Client as proof that he or she is allowing this transaction and wishes payment to be delivered and retained by the professional. 
