How to Make a Receipt Booklet for a Business

by Shawn M. Tomlinson; Updated September 26, 2017
Receipt book designed in Swift Publisher

A receipt booklet for a business can assist the owner in keeping accurate and detailed accounts of the transactions. While a receipt booklet can be purchased, the store-bought kind isn't custom designed for your business. You can design your own receipt booklet that fits your business perfectly.

Items you will need

  • Computer
  • Design software
  • Printer
  • Binder
Step 1

Use Microsoft Excel or Swift Publisher to design your receipt book. With Excel, you have the accounting software to begin with and you customize it for the types of sales you conduct. It also provides a digital record of what you will print out. You can design it blank at first with just the categories outlined, then print it to sheets for later binding. Swift Publisher is a basic desktop publishing program not designed for accounting, but it is a quick way to design the receipt book you need.

Step 2

Make a list before you start of all the pertinent information you will need for later bookkeeping. If you perform a service, such as carpentry, for example, you will need the customer's name, phone and address as well as a place for materials and hours worked. You also will need a place for the amount paid and the date. If you expect to be paid in installments, you will need sections for this, too. This information will be useful to you and the customer.

Step 3

Know that the size of the receipt may vary as per the designer's decision. Usually a few inches in width and approximately 6 inches in length is enough to satisfy the dimensions for a receipt. However, for more extensive receipts, you may want to design an 8.5-by-11-inch book. This will make it easier to print and bind, too. You can get four to six receipts per page this way, dividing them with the line tool in Swift Publisher.

Step 4

Design the book. Using Swift Publisher, because it is the easiest to learn, set up an 8.5-by-11-inch document. Import your logo or simply type your company name at the top. Use the line tool to place areas to be filled in such as customer name, amount, date, service and other information. Get the full effect from a receipt book by designing it with carbon paper or carbonless paper sheets so you keep a record while the customer gets the receipt. This means there will be a top sheet, a sheet of carbon paper and the sheet that stays in the book.

Step 5

Bind the book. You can have this done by a professional binder if you need a lot of them, but if you only need a few a year, you can use a comb binder. These are inexpensive and allow you to do the binding in-house. The comb binder punches holes in the paper, then allows you to attach a plastic binder through the holes.

About the Author

Shawn M. Tomlinson has been a newspaper and magazine writer for more than 28 years. He has written for a variety of publications, from "MacWEEK" and "Macintosh-Aided Design" to "Boys' Life," "Antique Week" and numerous websites. He attended several colleges, majoring in English, writing and theater, and has taught college classes about writing.

Photo Credits

  • Shawn M. Tomlinson