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Creating a Receipt Form

A receipt is an acknowledgement that a specified article or sum of money has been received as an exchange for goods or services. In Excel Invoice Manager, you can easily create a receipt form based on the invoice form, by simply displaying all the payment details on the invoice form.

The following tutorial demonstrates the steps required to make the payment details visible on the invoice form.

  1. Copy your invoice template; name the new file Receipt Form.xls.
  2. Open the receipt form template in Excel.
  3. Unprotect the Invoice worksheet. (How?)
  4. Switch to design mode. (How?)
  5. Display grid lines and row/column headers. (How?)
  6. Drag your mouse on the row headers to highlight the rows between the "Total Due" row and the last row. Please see the figure below.

    Receipt form - Figure 1
    Receipt form - Figure 1 (Click to enlarge)

  7. Right-click the highlighted row headers, and then choose Unhide from the menu. The Payment Detail section appears.

    Receipt form - Figure 2
    Receipt form - Figure 2 (Click to enlarge)

  8. Click Excel menu File -> Print Preview to preview the printed result. In Excel 2007, you can preview the printed result by clicking Office button -> Print -> Print Preview.
  9. Once you finish the designing of the receipt form, hide gridlines and row/column headers.
  10. Exit design mode.
  11. Protect the Invoice worksheet.
  12. Save the template by clicking Excel menu File -> Save in Excel 2000/XP/2003. In Excel 2007, click Office button -> Save.

Click one of the following links to download the receipt form created in this tutorial.

 
EXCEL INVOICE MANAGER Free Download and Try
LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference
Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer Sample Invoice Template: Replacing the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items
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