Itemized Receipt Template for Excel

Itemized Receipt

Business Kate

An itemized receipt is a generalized and broad term used to describe a standard for a purchase invoice. Almost any seller can use it. Restaurants, department stores, stationery stores, etc., are a few examples.

This receipt can be used in a business-to-business sales and purchase scenario and a business-to-customer scenario. It can also be used to make detailed inventory purchases. However, it is most commonly used in departmental stores and retail shops. It is known as the itemized receipt because it displays information about your purchase per item.

What is an itemized receipt?

An itemized receipt is a document that includes an itemized list of all the items purchased by the buyer. The purpose of this receipt is to mention the price of each item or service purchased so that the total cost can be known. This itemized receipt is issued to the buyer to request that he pay the amount mentioned in the receipt. One should always use an itemized list of services to detail everything comprehensively.

Itemized Receipt Template for Excel

This itemized receipt template provides a clear breakdown of purchased items, prices, taxes, and discounts. It ensures transparency and accuracy for both the business and the customer.

File: Excel (.xls) and iPad 
Size 75 KB

Download

The information that is mandatory for an itemized receipt is as follows:

  • Business name
  • Date of purchase
  • Items purchased
  • The code of each item purchased
  • Price of each item purchased
  • The total amount of the bill
  • Discount
  • Method of payment

What should an itemized list include?

Every business has its own needs, and so does the receipt issued to the customer. The receipt may include various details that may vary from company to company. However, some details are standard to every itemized list, such as the name of the purchaser and the service provider, the type of service provided, the date of receipt issuance, and the cost of each item. 

It is always recommended to mention the itemized list in the receipt to inform your clients what and how much they have paid for each service. This will also let the client know how much their payment was in total. As a result, many unpleasant situations are avoided. It also saves the customer from contacting you repeatedly to find out how you calculated the bill. 

Receipt Templates

If you have lost the itemized receipt, you can always return to the vendor or merchant and ask for a duplicate. Usually, these are printed and have the vendor barcode at the bottom of the receipt.

This receipt is very important if you want a reimbursement for an officially entitled purchase. Different templates are available in various formats. Selecting a template for your business depends on how elaborate the information your company requires is.

The itemized receipt template makes it easier to keep a record of the purchase and makes the whole process very easy and manageable. Choose the right template to adjust a few fields and organize your business process.

What is an itemized receipt template?

The itemized list template is available on this website for free download. It is fully customizable and can easily generate a receipt. Once the receipt is generated, it is ready to be downloaded.

The user can use the receipt for as many customers as they want. The template provides an easy-to-handle Excel file in which calculations are automatically performed when the user inputs the price of each item. 

This template does not require any previous knowledge or expertise to use. It saves the company from hiring an individual who can generate the client’s itemized receipt.

Itemized receipt

File: Excel (.xls) and iPad 
Size 75 KB

Download