Looking for an insurance receipt template without the hassle of creating one?
Grab our free, editable template in Google Sheets, Excel, Word, Google Docs, or PDF. Quickly track insurance payments and policy transactions with ease.
Plus, browse our other free receipt templates to find the perfect fit for any record-keeping task.
What Is an Insurance Receipt Template?
An insurance receipt template is a pre-formatted document used by insurance companies or agents to provide proof of payment when a customer pays their insurance premium.
This standardized template streamlines the documentation process and ensures customers have official records of their insurance payments for tax purposes, claims filing, or personal financial tracking.
Download Spreadsheet Daddy’s Free Insurance Receipt Template
Our Insurance Receipt Template provides a clean, professional format for documenting insurance premium payments and related charges.
What’s included
- Customizable business information fields: The header section includes editable placeholders for company name, email address, physical address, and phone number, allowing you to quickly brand the receipt with your insurance company or agency details for professional documentation.
- Client billing section with complete contact details: The “Bill To” area provides fields for client name, email address, physical address, and phone number, ensuring you capture all necessary policyholder information for accurate record-keeping and future correspondence.
- Transaction identification fields: Key reference fields include receipt date, receipt number, and payment method, enabling you to track and organize insurance payments, premium collections, and policy-related transactions with unique identifiers for accounting purposes.
- Detailed line-item table: The itemized section features four columns (QTY, Description, Unit Cost, Amount) with space for up to 11 entries, allowing you to list insurance premiums, policy fees, deductibles, coverage add-ons, or other charges with quantities and individual pricing that automatically displays totals.
- Automated financial calculation section: The bottom portion includes fields for subtotal, customizable tax rate percentage, tax amount, and total amount due, all formatted with dollar signs and decimal places, plus a notes area for policy numbers or payment terms and a professional “Thank you for the payment!” closing message.
You can customize the template by adding or removing columns to fit your specific business needs.
Use the links below to access a free blank insurance receipt template in the format that works best for you:
How to Use Our Insurance Receipt Template
1. Grab this insurance receipt template as an Excel, Word, or PDF file, or create a personal copy in Google Workspace.
2. Enter your company details at the top, including your company name, email, address, phone number, and logo.
3. Fill in the recipient’s information under “Bill To,” along with the receipt date, receipt number, and payment method.
4. List the insurance items or services provided. Include the quantity and price for each, and the template will automatically calculate the line totals.
5. Enter the applicable tax rate. The template will automatically compute the subtotal, tax amount, and total due.
6. Use the “Notes” section to add any important information or special instructions relevant to the policy or payment.
