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Just about every company needs to be able to make a sale in order to strive within their respective industry. For everyone that they manage to make, there are instances wherein they need to provide their customers with a document which tells them the details about their purchase. You may also see receipt samples.
This type of document is what you would call a sales receipt and it’s something that you’re going to have to give during successful transactions. And that’s why this article is going to teach you all that you need to know in order for you to be able to come up with a proper sales receipt.
If you plan on making one, then you should know that there are a couple of basic elements that you must never forget to include. The reason as to why they’re needed is because without them, then the receipt won’t be able to provide all of the details necessary to learn about a specific transaction.
So with that in mind, here are the elements that you must have in every good sales receipt:
Now that you’ve managed to learn what it is that should be in a receipt, it’s time for you to learn how you should go about in making one. Knowing what’s inside of one can help, but there are still things that you have to consider to ensure that the receipt contains all the information that it’s going to need.
So here are the steps that will allow you to create a proper sales receipt:
1. Point Out the Details of Both the Buyer and the Seller: Right from the very start, you’re going to have to place the information in regards to both the seller and the buyer of the transaction. This is very important as the two will want to learn about the identity of the other should there be any concerns regarding the transaction. Basically, it’s to make sure that they know who to go to and how to contact them should anything go wrong.
First, start with the identity of the seller. Aside from including the company name and logo, you’re also going to have to write down the complete name of the salesperson. Be sure to include the first name, last name, and middle initial to ensure that it’s clear as to who is responsible for handling the sale. Aside from that, it’s best that the receipt contains the seller’s contact details as well. Take note that you don’t have to do this, but you may do so if you wish.
Then proceed to write down the basic information of the buyer. Aside from his/her complete name, you’ll also need to include the address and contact information as well. This is to ensure that the receipt makes its way to the right hands, and so that the seller may contact the buyer for future purposes or if there are any problems regarding the transaction.
2. Write Down the Details of the Transaction: It’s here where you’ll be focusing on the information that the buyer will want to learn from the receipt. Depending on what was sold, this could either be a very long or short list. Remember that it’s important that you’re able to write down all of the details regarding what you’ve managed to sell to the buyer.
So start with the different types of items. Whether you’ve only managed to sell one or more of them, you’re going to have to place a clear item description beside every one that has been purchased. This ensures that both you and the buyer know exactly what was provided.
Then you’re going to have to write down the quantity in which each of these items has been sold. This will no doubt have an effect on the price so you’re going to have to be clear on how many of each item was provided.
And lastly, make sure to point out the price of every time. Take note that you’re going to have to provide the price for the quantity of each item sold, as well as the total amount.
3. Write Down How the Buyer Paid for the Items: This is something that you’re going to have to do as knowing the type of payment will help you understand the means by which the buyer will provide the money needed to make the purchase. The more payment options you give the buyer, the more you can guarantee that he/she can pay for the items. Clearly, point out how the payment was handled when placing it in the receipt.
Know that there are many different types of sales receipts and just about all of them are used for different types of sales. It’s best that you know about all of them so that you’ll be able to figure out which one you’re supposed to create during a specific sales situation. So here are a few examples that should get you started:
If you want to learn about the other types that you can make, then you simply need to go through our site to get the information that you need:
If you’re going to make one, then know that the standard size would be 3.5 inches, with a width of 850 and a length of 350. These are normally used as they look professional, but there are some businesses that tend to go with slightly larger sizes as going lower will just make it harder to place information or make them easy to understand.
If you want to make one, then you simply need to download a Word program that contains all of the tools that you need. One of the more popular ones being used to this day would be Microsoft Word as it’s relatively easy to get a hold of and use.
Yes. You simply need to get a hold of a sales receipt template, use the program you’ve installed to open it and make whatever changes you want. You can use the templates that are available in this article should you wish to do so.
So long as you are able to go through this article thoroughly, then you should be able to make the most out of the information it provides so that you can make a proper receipt.