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The title slide and first slides of the Payment Receipt template

Payment Receipt

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

This payment receipt template gives you a receipt to send a client and a log of every payment you receive. The Receipt tab holds the receipt number, who paid, the items, tax, the amount received and any balance still due. The Payments tab records each payment with its method and balance, and the Dashboard totals money received by method.

It comes with sample data for a small service business. Make a copy, replace the sample rows with your own, and the totals, balances and dashboard update on their own. Use the Method dropdown so each payment is counted under the right method.

Useful for

  • Issuing a receipt when a client pays by card, bank transfer or cash
  • Recording part payments and the balance still owed
  • Checking how payments came in across the month

What's included

  • 4 tabs: Dashboard, Receipt, Payments, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Receipt: a ready-to-fill form
  • Payments: a table
  • 1 chart that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Receipt tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Payment Receipt template free?

Yes. The Payment Receipt template is free to download and use. Make a copy in Google Sheets or download the Excel file.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Excel, Google Sheets or another compatible spreadsheet app. The formulas and dropdowns work in both.

What happens to the balance when a client pays part of an invoice?

Enter the amount received on the Receipt tab and the balance due shows what is still owed. On the Payments tab, record the amount actually paid and the balance column shows the rest.

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  • #payment-receipt
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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