IT and Software Receipt Template in Excel

Whatever industry your business belongs to, as long as there is an exchange of goods or services, you should always issue a receipt. And yes, it is applicable to the Information Technology (IT) industry too. For all your IT-related transactions, such as software development services and software purchases, keep a record using any of our IT and Software Receipt Templates in MS Excel. All the templates in this collection are downloadable, printable, and customizable in any version of Microsoft Excel. These templates contain ready-made suggestive content that you can keep as is or modify to suit your IT business needs. Subscribe and Get them now!

How to Create an IT and Software Receipt in Microsoft Excel (XLS)?

On the surface, receipts may seem easy to make since it comes in small sizes and usually contains basic business and transaction details. However, receipts can get highly technical, creating one can get tricky and can push you to seek professional advice. Read the tips given below and maintain your financial activities by making a proper receipt for your IT company!

1. Open Excel and Do Not Miss Out on Details 

When creating a receipt or invoice, it is crucial that you won't forget any of the essential details. This includes your IT company name, address, telephone number, email address, and social media handles. By providing them your contact details, they will surely appreciate the fact that you are a company that is approachable and open for client feedback. Open MS Excel, start with a 'blank' sheet, and giving a description of the product on the top. Below that add the number of purchased items in single units and their quantities and rate specified in the sequential rows.

2. Ensure Your Receipt's Readability

YouGov reports that early 70% of Americans still prefer getting a paper receipt. Thus, ensure that the receipts you come up for your company should be readable enough that it can be used for any future circumstances. Such circumstances happen when the customer would request for return or exchange or when the customer will make claims and raise complaints. To ensure the readability, make use of legible fonts, choose the right font size, and avoid adding unnecessary design elements that would make the entire output look cluttered.

3. Design with Intent

Upon designing and formatting your receipt, it is highly essential that you create a design with intention. It means that every single element you include has a substantial function. Cash receipts come in small sizes and if you add unnecessary images and design elements that serve no purpose at all, then it will only make your receipt look cluttered to look at. Receipts for IT-related purchases are usually longer as they contain more details, but you still need to consider how you space your information to make everything look organized.

4. Highlight the Key Information

When you check a bill receipt for its content, your eyes would immediately divert toward the vital details, which often includes the total amount paid and the items purchased or services availed. That is why you should ensure that such information is presented in a way that it will be the first thing to attract a recipient's attention. Among the ways you can do this is to have the text of these key details in bold or having them in different font colors.