Keep your petty cash organized effortlessly with our free Petty Cash Receipt Template.
Available in Google Sheets, Excel, Word, Google Docs, and PDF, it’s fully editable and designed to help you track cash transactions accurately and efficiently.
Explore our collection of free receipt templates for more customizable documentation solutions.
What Is a Petty Cash Receipt Template?
A petty cash receipt template is a standardized form used to document small cash expenses paid from a company’s petty cash fund.
This template helps businesses track minor purchases such as office supplies, parking fees, and refreshments while ensuring proper accountability and facilitating expense reconciliation.
Download Spreadsheet Daddy’s Free Petty Cash Receipt Template
Our Petty Cash Receipt Template provides a clear format for documenting small cash transactions and reimbursements.
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 business details for professional documentation.
- Recipient and transaction tracking details: A “Bill To” section captures the recipient’s name, email, address, and phone number, while dedicated fields for receipt date, receipt number, and payment method ensure proper tracking and organization of all petty cash transactions.
- Itemized transaction table: The main body features a structured table with columns for Description, QTY (Quantity), Unit Cost, and Amount, providing space to record up to 11 separate expenses or purchases on a single receipt with clear, organized formatting.
- Automated financial calculation section: The bottom portion includes a comprehensive summary area that displays the subtotal, the customizable tax rate percentage, the calculated tax amount, and the total amount due.
- Notes field and professional closing: A dedicated notes section lets you add context, explanations, or special instructions about the transaction, followed by a courteous “Thank you for the payment!” message to maintain professionalism in your financial documentation.
Adjust the template by adding or removing columns to match your specific tracking requirements.
Download a free blank petty cash receipt template in your preferred format using the links below:
How to Use Our Petty Cash Receipt Template
1. Access this petty cash receipt template in Excel, Word, or PDF, or make your own copy using Google Sheets or Docs.
2. Enter your company details at the top: name, email, address, phone number, and logo.
3. Fill in the Bill To section along with the receipt date, receipt number, and payment method.
4. List the items purchased: include quantity and price for each item, and the template will calculate line totals automatically.
5. Add the tax rate if applicable; the template will compute the subtotal, tax, and total amount due.
6. Use the Notes section for any additional details or comments related to the transaction.
