Sales receipt in Excel - form, filling, printing

Filling out a sales receipt in Excel using drop-down lists, printing a completed sample or blank blank sales receipt, invoice.

Printing blank sales receipts and invoices

Download the Excel file and open it. Selecting the label "Sales receipt" or "Invoice", print out the forms of the relevant documents.

The invoice form was added because most small bakery and bakery manufacturers still ship their goods with such invoices, often filled in by hand.

Filling in sales receipt and invoice in Excel

Description of the sales receipt template

If you want to print out already completed sales receipts or delivery notes from Excel, download the Excel file, open it and select the "Template" shortcut. For reference, the sales receipt on the "Template" sheet is already filled with approximate data.

The sales receipt template is slightly automated:

• a cell with a date contains a formula that displays the current date;
• "Product name" is selected from the drop-down list;
• in the lines with the selected name of the goods, the columns "No.", "Unit. rev. "," Price "and" Amount ";
• the number of items and the total amount are automatically calculated, which is additionally converted into the amount in words.

A numeric sum is converted to a sum in words using formulas located in a block of cells on hidden rows 101-115 of an Excel worksheet.

In the sales receipt template, only the cells with the current document number and date, the columns "Product name" and "Quantity" are filled in manually. All other cells are filled in automatically, and automatically filled columns of the table are highlighted in color.

Preparing the template for work

• 1. In the sales receipt on the "Template" sheet, clear the data in the "Product name" and "Quantity" columns, the rest of the columns marked with color will be cleared automatically, they contain Excel formulas.
  2. In the sales receipt template, specify the data of your organization or individual entrepreneur, and if you want to use the invoice, then change the name of the document and replace the inscription “Seller ____________” with “Passed ____________”, and add “Accepted ____________” to the right.
  3. In order not to accidentally clear cells with Excel formulas, you can protect the sheet by leaving unprotected editable cells (current document number and date, columns "Product name" and "Quantity").
  4. Then go to the tab (label) "Nomenclature" and replace the assortment list with your own.

If you need more rows in the table with data, insert the required number of rows inside the table and copy the formulas into them by stretching the selected row of the table with formulas from above down along the inserted rows without formulas.

Optionally, you can replace the color fill of unchangeable cells or remove it altogether.

Now the template of the sales receipt or invoice in Excel is completely ready to work.

How to work with a sales receipt template

Copy the sheet with the template into the same Excel workbook and start filling it out. Indicate the current document number and, if necessary, change the date. Select goods from the drop-down list in the column "Product name" and add the quantity, the rest of the table columns will be filled in automatically. After that, the sales receipt or invoice can be printed. If you want to store completed sales receipts in an Excel workbook, change the label's signature to something more informative, for example, the receipt number or the number and date. Extra empty rows from the data table can be deleted.

You can change the file name to a more appropriate one. File created in Excel 2016, saved as Excel 98-2003 Workbook.

Saving invoices and removing blank lines

To automatically copy sales receipts (waybills) to new sheets for storage and printing, I added two buttons: "Save" and "Clear". In the new file, you no longer need to copy the Template sheet manually. The file contains macros, so they must be in your Excel program.

It is not possible to save two sales receipts with the same numbers and dates, because Excel does not allow you to save two sheets with the same name. If you need to correct a mistake and save a receipt under the same number, first delete the previous sales receipt, and manually change the document number in the template.

The "Clear" button runs a macro that removes entries from the template so as not to manually delete them. Clearing the template is assigned to a separate button in case it is necessary to correct the original data so as not to fill it in again.

After copying the sales receipt to a new sheet and after clearing the template, the workbook is automatically saved.

On the "Template" sheet, you can change the name of the document "Sales receipt No." to "Invoice No." On line No. 50, replace "Seller ____________" with "Passed ____________" and "Accepted ____________". Merging of cells is not allowed.

New sheets are copied from the hidden "Copy" sheet, where you can further adjust the column width and cell fill. To do this, you have to display it. It is not necessary to hide it back, the program itself will hide it when saving the next receipt.

Download a file in which you can save all typed sales receipts (invoices) with one click of a button. The file contains macros, so they must be in your Excel program.

The file was updated on 28.01.2019 at 10:40. It added automatic saving of the workbook and the ability to replace a sales receipt with an invoice on the "Template" sheet.