Bill receipt serves as record for payments. Its basic purpose is to provide information to your clients about their payable accounts. You can provide a handwritten receipt or an electronic copy of your receipt to your clients. Though statistics shows that 68% of the buyers prefer to receive a physical copy of the receipt than an electronic copy.
1. Write Your Company's Information
Write your company's name and information at the top portion of your bill receipt to inform your clients who you are as well as who they are transacting with. If you have a company sample logo, you may include it as well. Insert your contact details so that your clients can easily contact you for other concerns.
2. Indicate the Receipt Number and Date
Indicate the date of your simple receipt as well as your receipt number in a chronological order. This is to keep track of your transactions with your client. You may start it with a 0001 and increase your numbering or you may follow a year, month, and date format for your receipt number. You may follow a 4-digit numbering or a 6-digit numbering, it's up to you.
3. Itemize the Items Purchased
Itemize every item purchased or services acquired by your clients in a clear and orderly fashion. Place it at the left side of the receipt and include their cost at the right side. This serves as an evidence that can help your clients trace and recheck the things they paid for.
4. Include Taxes and Other Charges
Include taxes on your sample receipt. If you have other charges and additional fees for your clients, include it as well. List down taxes and additional charges at the left of your receipt and their cost on the right side. This is commonly placed after the subtotal of the items paid and before the grand total amount paid.
5. Total the Amount Paid
Add the cost of each item sold and include it in the subtotal below all items. Include the total amount of taxes and additional charges. Once you are done calculating, add both the subtotal of the items purchased and the subtotal of the additional charges. Then place the total amount on your grand total. Be accurate to avoid conflicts and delays on payment. Always review and recheck for any discrepancies before deeming it okay.
6. List Down Your Payment Method and Client's Name
Finally, write down the payment method of your bill receipt and the name of your client. The method of payment may be in cash, check, or through credit card. Leave a blank for your client to sign when they receive the receipt as well as when they decide to pay you through credit card. Keep a personal copy in case any conflict arises in the future.