Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus more on the job and less on paperwork. Simply fill in the blanks.
Print Ready: Download, print, and share your professional, auto-populated template.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
Go to the “Company Details” tab. Fill in your business name, logo, and contact info to create a professional, branded header for all your receipts.
Easily upload your company logo for a custom, professional look.
Add your business name, address, and phone number to build client trust.
Enter the client’s information and a unique Receipt # for clear record-keeping.
In the “Receipt Details” tab, create a line item for every service or product the customer is paying for. The template calculates each line’s total.
Describe each service or product in the DESCRIPTION column.
Enter the QUANTITY and UNIT PRICE for each item you sold.
The template automatically calculates the AMOUNT for each line, preventing any math errors.
To complete the receipt, go to the summary section. Enter the total amount the customer paid to show the transaction is complete and the account is settled.
Enter the total payment received in the AMOUNT PAID field.
The template will auto-calculate the final BALANCE DUE (which should be $0.00).
Save the “Printable Report” as a PDF to email to your customer or print for your records.
A template is a great start, but our software saves you hours. Stop manual entry and connect your receipts to your scheduling and payments.
Create and send professional invoices from your phone the moment you finish a job, saving time on paperwork.
Let customers pay you on the spot with a credit card or send a secure online payment link to their email.
Automatically generate and send a paid receipt as soon as a payment is processed, keeping your records perfect.
See how Housecall Pro works for you. No credit card required.
A field service receipt template is a pre-designed, reusable file that standardizes the process of issuing proof of payment. More than a blank form, it’s a strategic tool that helps you operate more efficiently, build customer trust, and maintain accurate financial records for bookkeeping and tax preparation.
In the fast-paced world of field service businesses, the way you document transactions speaks volumes. A haphazard approach can lead to unprofessionalism and confusion, while a standardized system immediately elevates your operations. It provides clarity for your customers, simplifies your financial management, and reinforces your brand’s credibility, establishing a foundation for sound business practices.
What to Include on Your Field Service Receipt
A comprehensive receipt must contain specific information to be a valid document for both you and your customer. This template includes dedicated fields for every essential detail:
Adopting a template is a simple change that delivers tangible benefits, helping you run a more efficient, accurate, and professional business.
Who is this Receipt Template For?
This template is designed for any field service business owner, contractor, or freelancer who needs a fast and reliable way to create professional proof of purchase. It’s particularly useful for:
Our Google Sheet receipt template is designed to be comprehensive yet simple, helping you standardize your billing for a professional look and accurate records. Follow these steps to build and issue professional receipts for your business. For your convenience, a copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet.
To get started, fill out the form on this page and hit download. You will receive an email containing a link to the Google Sheet, then you can follow the next steps.
Important First Step: Make a Copy of the Template Before you begin, you must save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only. This ensures every user starts with a clean, original version.
To make your own editable copy, simply:
Step 1: Customize with Your Business Information Open your copied Google Sheet and navigate to the “Input Details” tab. Replace the placeholder information with your company’s name, address, and contact details. Here, you can also upload your company logo and set your default tax rate to be used in all calculations.
Step 2: Enter Service Details and See Automatic Calculations To create a new receipt, first navigate to the “Input Details” tab and enter the specific information for the transaction, including the Customer Name, a unique Receipt #, and the Date. Next, go to the “Receipt Details” tab to list each product sold or service rendered by entering an “Item Description”, the “Quantity”, and the “Unit Price” for each line.
Step 3: Review the Automatic Calculations The template uses the information you entered to instantly perform all necessary calculations. It automatically calculates the line total for each item, the subtotal for the entire transaction, the amount of tax based on your preset rate, and the final total amount due. These totals are automatically populated on the final, printable version of the receipt.
Step 4: Save and Share Your Professional Receipt Once all the details are entered, review the “Printable Report – Summary” tab to see the clean, professional version of your receipt. You can print this for your customer or your own records. To save a digital copy, go to File > Download and select PDF Document (.pdf). A PDF is a non-editable format perfect for emailing to customers.
Step 5 (Optional): Print a Blank Field Copy For situations where you need to fill out a receipt by hand, the template also includes a blank version. Navigate to the “Printable Report – Blank” tab to print a clean copy that can be completed manually on a job site.
A template is a huge step up from handwritten notes, but you still have to enter data, save files, and manually send them. Housecall Pro’s software turns your billing process into a dynamic, interactive tool integrated directly into your workflow from scheduling to payment.
Present Good-Better-Best Options Instead of just sending a bill, Housecall Pro lets you build tiered proposals with “good, better, and best” options right in your estimate. This empowers customers to choose what fits their budget, significantly increasing your average job value before you even create an invoice.
Create Digital, Professional Invoices Go beyond static PDFs. Create clean, branded invoices that customers can view and pay online in seconds. When a customer pays, the invoice is automatically marked as paid, saving you from chasing payments or manually updating records.
Real-time Job & Payment Tracking When an invoice is sent, viewed, or paid, its status updates in real-time for your entire team. This means your office and field techs always know a job’s payment status without having to call and ask, keeping everyone on the same page.
Seamlessly Create Invoices from Jobs Pull job details directly into professional invoices in just a few clicks. Our software streamlines the entire process from quoting to getting paid, eliminating double-entry errors and saving countless administrative hours.
To build trust, your customers need to see clear and professional communication. Our free template is the perfect place to start. It helps you create organized receipts, so every transaction is documented perfectly. When you’re ready to upgrade from a spreadsheet, Housecall Pro software can automate your entire billing process.
Try Housecall Pro free for 14 days — and turn every receipt into faster payments and repeat business.
Yes, this template is a completely free download. It is designed to provide you with a professional tool to manage your business transactions without any cost.
Absolutely. The template is designed for customization. You can add your Company Logo in the “Input Details” tab, and it will automatically appear on every receipt you generate.
A complete receipt should include your business name and contact information, the customer’s name, a unique receipt number and date, an itemized list of goods or services, and a financial summary with the subtotal, taxes, and final total.
Yes, it does. The template has built-in formulas that handle all calculations automatically, including line-item totals, the subtotal, tax amount, and the final total amount due. This saves you time and ensures accuracy.
Our template is a Google Sheets file, but you can easily use it in Excel. After opening the template link, simply go to the menu and select File > Download > Microsoft Excel (.xlsx). This will save a fully compatible Excel version to your computer.
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