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by Andy Marker on Jul 17, 2017
Payment templates offer a simple solution for managing both business and personal finances. If you have a retail business or need to provide someone with proof of payment, receipt templates provide documentation of financial transactions, which protects both sellers and customers.
Start studying Ch 14 HW Audit. Learn vocabulary, terms, and more with flashcards, games, and other study tools. Smart Receipt Scanning. Automatically extract and categorize key data into multiple fields (vendor, total price, tax, date, payment method, card type and card number). The smart software automatically improves vendor name recognition over time.
For creating a payment plan, templates can be used to schedule installment payments, keep track of due dates, and manage payments over time. Choose from a selection of free payment templates below, in Excel, Word, and PDF formats. Each template is fully customizable and designed to look professional while saving you time. You can download and print the templates, or share them via email or cloud-based storage.
Why Payment Receipts Still Matter
Many businesses offer the option of receiving a digital (versus paper) receipt, which is great for convenience and customer satisfaction. But there are benefits to printed receipts as well. Having hardcopies of receipts can be important when filing taxes or being audited. When customers get a paper receipt at the time of a transaction, they can check to make sure the amounts are accurate. You'll have to remember to check a digital receipt later, which requires sorting through email messages to find and save the receipt. Paper receipts can also be helpful when returning an item, especially if the item was a gift and requires a gift receipt.
Whether digital or paper, receipts help sellers keep track of transactions, providing a detailed record of items sold. They can also help reduce employee fraud and theft, and can be used to settle disputes between sellers and customers.
- Does Smart Receipts support long/multi-page receipts? By Will Baumann 2 16 May 2016. How do I create transer my data to a new phone? By Will Baumann 2.
- Anyaberkut / Getty Images. If you have tons of receipts to organize in order to get reimbursed for expenses, document tax-related expenses, or back up insurance claims, and you need a fast way to complete expense reports, there are some good desktop software options for Mac and Windows that can be used with your current scanner.
- Printable Receipts in.DOC format. Free to download and print. Click any receipt template to see a larger version and download it.
When choosing a receipt design, consider customization options so it's unique to your business and harder for someone to replicate with a fraudulent receipt. Also, make sure it includes key information such as who is issuing the receipt, the date of the transaction, items sold, amount paid and by whom, and the customer's signature. You can also include a receipt number for easy tracking.
Using Payment Schedules
A payment schedule is used for planning (it shows when payments are due so that you can budget around them) and for tracking what payments have been made. This is helpful for paying bills on time, with less stress, and for avoiding late fees or added interest. It also helps with organizing your bills, assists you in getting out of debt faster, and ultimately saves you money. A payment schedule is useful whether you're paying installments on a big loan, such as for a car or home, or planning for your monthly bills.
Bill payment templates make it easy to create a schedule or calendar showing due dates, amounts owed, and completed payments. In addition to due dates, you can include which day of the month you plan to make a payment, the method of payment used, and any remaining amounts still owed.
Payment Receipt Templates
Sales Receipt Template - Excel
This template provides a detailed sales receipt that lists descriptions of each item sold, item numbers for inventory tracking, prices, and amounts paid, including tax. You can also include shipping and handling fees if relevant. At the top of the receipt are sections for the salesperson's name, payment method, customer and receipt numbers, and contact information.
Rent Receipt Template - Excel
Property owners can use this template to provide renters with documentation that rent was paid on a given date. Rent receipts may be helpful for both landlords and tenants if a conflict around rent arises and proof of payment is needed. This template includes more than one receipt on a sheet, making it easy to create duplicates or fill out multiple receipts quickly.
Cash Receipt Template - Excel
If a customer pays with a check or credit card, there is automatically a record of payment. For cash transactions, however, giving customers a proof of purchase is especially important. This cash receipt template covers a lot of detail in a small amount of space. You can record balance information for installment payments, and there is room for notes if you need to include additional information.
Petty Cash Receipt Template - Word
https://papersgugu565.weebly.com/blog/siyasat-tv-serial. Petty cash receipts are important for keeping track of office funds and authorizing withdrawals. This petty cash receipt lists the reason for removing the cash, who authorized the release of funds, and who received the money. It's a simple way to support employee accountability and track how petty cash is being used.
Delivery Receipt Template - Word
This delivery receipt provides proof that a shipment was received. It includes a description of package contents and number of packages so that customers can quickly check the order before signing off on the receipt. A delivery receipt helps reduce errors by ensuring that packages end up at the intended address with the correct items.
Payment Invoice Templates
Invoice with Partial Payment - Excel
If you need to provide an invoice for goods or services that shows partial payments, this template calculates the remaining balance due after the previous payment was received. This is helpful for customers who have an ongoing account or are making payments in installments. The rest of the template is a typical invoice, with room for shipping info, payment terms, item descriptions, and pricing.
Billing Statement Template - Excel
Similar to the invoice template above, this statement template can be used by businesses that are billing clients for ongoing payments. Record payment dates and amounts, balance due, and information on how customers should send their remittance.
Construction Progress Payment Template - Excel
For long-term projects, contractors are often paid on a schedule, with payments determined by what work was completed during a given period. With this payment template, contractors can provide a breakdown of work completed to calculate the current amount due. The template also provides space for project information and approval signatures.
Payment Schedule Templates
Bill Payment Schedule Template
Plan your fixed monthly expenses with this bill payment template. As you mark off bills paid for each month, you end up with an annual overview of which bills were paid and when. This is a simple way to create a payment schedule while also tracking how your money is being spent. Easily edit the spreadsheet to include the billing details you want to track.
Download Bill Payment Schedule Template
Excel | PDF
Printable Bill Pay Checklist Template - PDF
This PDF bill pay template provides a quick reminder of when bills are due and what has been paid. Print and use the template as a paper calendar, or keep it on your computer as a digital reference. Bill paying is a little more pleasant with an organized and easy-to-use checklist template.
Mortgage Loan Payment Schedule Template - Excel
If you're paying down a mortgage loan, use this amortization schedule to plan and track loan payments, interest and principal paid, and remaining balance. Loan details are listed at the top, including lender information, interest rate, the length of the loan, and more. This is a detailed schedule for staying on top of mortgage bills. Payment templates like this also help to pay down loans faster, since you can view changes to the total cost when you increase monthly payments.
Auto Loan Schedule Template - Excel
One advantage of using bill paying templates is that you get a lot of information on a single form to help with planning and organization. This template includes a column for extra payments, so you can easily see how much you will save by paying additional amounts. Enter all of your auto loan details into the schedule, and the template will automatically perform the calculations for you.
A Real-Time Bill Payment Schedule in Smartsheet
Finding the right bill payment schedule template is important to help you streamline payments and ensure that no detail is missed. One necessary feature you should look for is the ability to access your payment information at any time, from anywhere. With a template in Smartsheet, you can do just that.
Use a bill payment schedule template in Smartsheet to get started tracking due dates, payment history, and updated balances. Share your payment schedule with your team, and start collaborating on payment details from anywhere, on any device. Attach comments and key documents to relevant payments, and set up alerts to notify you as due dates approach.
See how easy it is to track and manage your bill payment schedule with a template in Smartsheet.
A Better Way to Manage Accounting Processes for Companies of All Sizes
The good news is, you can use Smartsheet for more than just a payment schedule template. Smartsheet is a work management and automation platform that enables enterprises and teams to work better. Accounting teams around the world use Smartsheet to track and manage expense reports and income statements, create balance sheets and cash flow statements, manage invoices and receipts, and ensure accurate inventory tracking.
As a cloud-based platform, you can keep all accounting data stored in one centralized location, and share the details with internal and external stakeholders. Plus, with Smartsheet Sights, you can create custom dashboards to report on financial records, surface key performance metrics, and make decisions faster. The highly configurable dashboard pulls data from your existing sheets and is customizable with a simple drag-and-drop interface.
Discover how easy it is to manage your accounting processes in Smartsheet.
(a)General rule. Under section 993(f), for purposes of sections 991 through 996, the gross receipts of a person for a taxable year are -
(1) The total amounts received or accrued by the person from the sale or lease of property held primarily for sale or lease in the ordinary course of a trade or business, and https://tiopetara1981.mystrikingly.com/blog/adobe-premiere-pro.
(2)Gross income recognized from all other sources, such as, for example, from -
(i) The furnishing of services (whether or not related to the sale or lease of property described in subparagraph (1) of this paragraph),
(ii)Dividends and interest,
(iii) The sale at a gain of any property not described in subparagraph (1) of this paragraph, and https://coolcfile718.weebly.com/minecraft-forge-1-14-mac.html.
(iv)Commission transactions as and to the extent described in paragraph (e) of this section.
(b)Nongross receipts items. For purposes of paragraph (a) of this section, gross receipts do not include amounts received or accrued by a person from -
(1) The proceeds of a loan or of the repayment of a loan, or
(2) A receipt of property in a transaction to which section 118 (relating to contribution to capital) or 1032 (relating to exchange of stock for property) applies.
(c)Nonreduction of total amounts. For purposes of paragraph (a) of this section, the total amounts received or accrued by a person are not reduced by returns and allowances, costs of goods sold, expenses, losses, a deduction for dividends received under section 243, or any other deductible amounts.
(d)Method of accounting. For purposes of paragraph (a) of this section, the total amounts received or accrued by a person shall be determined under the method of accounting used in computing its taxable income. If, for example, a DISC receives advance or installment payments for the sale or lease of property described in paragraph (a)(1) of this section, for the furnishing of services, or which represent recognized gain from the sale of property not described in paragraph (a)(1) of this section, any amount of such advance payments is considered to be gross receipts of the DISC for the taxable year for which such amount is included in the gross income of the DISC.
(e)Commission transactions.
(1) In the case of transactions which give rise to a commission on the sale or lease of property or the furnishing of services by a principal, the amount recognized by the commission agent as gross income from all such transactions shall be the gross receipts derived by the principal from the sale or lease of the property, or the gross income derived by the principal from the furnishing of services, with respect to which the commissions are derived. In the case of a commission agent for a related supplier (as defined in § 1.994-1(a)(3)(ii)), the gross receipts or gross income of such agent shall be determined as if it used the same method of accounting as its related supplier. Macbook hard drive not showing up. In the case of a commission agent for a principal other than a related supplier, the gross receipts or gross income of such principal shall be determined as if such principal used the same method of accounting as its agent.
(2) If the commission arrangement provides that the commission agent will receive a commission only with respect to sales or leases of export property, or the furnishing of services, which result in qualified export receipts, the commission agent will not take into account the gross receipts or gross income, as the case may be, derived by the principal from any transaction for which the commission agent would not be entitled to a commission under the commission arrangement.
(f)Example. The provisions of this section may be illustrated by the following example:
Receipts 1 6 2 – Smart Document Collections Free
Receipts 1 6 2 – Smart Document Collections Etc
| (1) N's sales receipts for machines manufactured by M (without reduction for cost of goods sold and selling expenses) | $1,500 |
|---|---|
| (2) N's lease receipts for machines manufactured by M (without reduction for depreciation and leasing expenses) | 500 |
| (3) N's gross income from services for machines manufactured by M (without reduction for service expenses) | 400 |
| (4) Z's sale receipts for products manufactured by Z (without reduction for Z's cost of goods sold, commissions on sales, and commission sales expenses) | 550 |
| (5) Dividends received by N | 150 |
| (6) Interest received by N on producer's loans | 200 |
| (7) Proceeds received by N representing recognized gain (but not losses) from sales of business assets located outside the United States | 250 |
| (8) N's gross receipts | 3,550 |
