Need a quick way to record a refund?
Our free Refund Receipt Template has you covered. Ready to use in Google Docs, Word, Excel, or PDF, it’s easy to customize and keeps your records organized.
Explore our full selection of free editable receipt templates for every kind of transaction.
What Is a Refund Receipt Template?
A refund receipt template is a pre-formatted document that businesses use to provide proof of a refund to customers.
This standardized template helps businesses maintain accurate financial records while giving customers documentation for their own accounting or warranty purposes.
Download Spreadsheet Daddy’s Free Refund Receipt Template
Our Refund Receipt Template provides a clear and organized format for documenting product returns and processing customer refunds.
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 dealership or business details for professional documentation.
- Comprehensive customer billing section: The “Bill To” area contains dedicated fields for customer name, email, address, and phone number, ensuring complete contact information is captured for each transaction and enabling easy follow-up communication or record retrieval.
- Multi-line itemized transaction table: Features a structured grid with four columns (Description, QTY, Unit Cost, Amount) and eleven rows, providing ample space to list multiple products or services with their respective quantities, individual pricing, and calculated line-item totals for transparent billing.
- Automatic calculation summary panel: The right-aligned financial section displays subtotal, adjustable tax rate percentage, computed tax amount, and total amount due fields, streamlining the calculation process and ensuring accurate final totals for every refund transaction.
- Essential receipt metadata and notes area: Includes fields for receipt date, unique receipt number, and payment method tracking at the top, plus a notes section at the bottom for refund policies or special instructions, concluding with a professional “Thank you for the payment!” message.
You can customize it by adding or removing columns to match your specific business requirements.
Choose your favorite format and get a free blank refund receipt template from the links below:
How to Use Our Refund Receipt Template
1. Save this refund receipt template in your preferred format: Excel, Word, or PDF, or duplicate it in Google Docs or Sheets.
2. Enter your company information at the top, including your company name, email, address, phone number, and logo.
3. Fill in the “Bill To” details, along with the receipt date, receipt number, and payment method.
4. List the items being refunded. Include the quantity and price for each item, and the template will automatically calculate the line totals.
5. Add the applicable tax rate. The template will automatically calculate the subtotal, tax amount, and total refund amount.
6. Use the Notes section to include any important details or instructions regarding the refund.
