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Excel Automated Receipt Generator

Excel Automated Receipt Generator

A ready-to-use Excel macro template that creates professional receipts in seconds. Select a customer, add items from your price list, and click Save Receipt—the template writes a clean header to a receipts database, stores each line item, updates totals (Subtotal, Tax, Total), and prepares the next receipt. Perfect for freelancers, small shops, and service businesses that want a lightweight, offline solution.

Purpose

  • Standardize receipts (consistent structure, tax handling, totals).
  • Speed up entry with dropdowns for Customers and Items.
  • Persist history: every saved receipt lands in ReceiptDB and each line in ReceiptItemDB—ready for pivot analysis or export.
  • Stay lightweight: no add-ins, just Excel for Windows with macros enabled

 

 

  • Freelancers, micro-businesses, repair shops, tutors, consultants—anyone who wants fast receipt entry with a searchable history directly in Excel.

 

What’s inside (from the workbook)

  • Receipt (front page form)

>Header: Receipt # (I2), Rec. Date (E4), Taxable flag (I3)
>Customer block: B2:B3 (fills address automatically)
>Line grid headers (row 7): Item Name, Description, Qty, Unit Price, Total, Tax
>Totals (rows ~35–37): Subtotal, Tax, Total (auto-calculated)

  • ReceiptDB (receipts header table) Typical columns: Rec. ID, Rec. Date, Customer, Address, Taxable, Subtotal, Tax, Total.
  • ReceiptItemDB (line items) Typical columns: Rec. ID, Item Name, Item Desc., Qty, Unit Price, Line Total, Tax Flag.
  • Customers (master list): Customer Name, Address, Email (feeds the dropdown).
  • Items (master price list): Item Name, Description, Unit Price (feeds the dropdown).

 

  • Security & Trust

    Data stays with you.

  • Requirements

    • Excel for Windows (desktop) with macros enabled.

    • Keep Customers and Items as Tables (so dropdowns update automatically).

€25.00Price
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