How To Fill Out Receipts For Customers by Hand

You've seen these before but may not have seen one filled out, completely at least.
Most of the time when I receive one of these receipts, they are not filled out correctly and it sucks when doing taxes.
I hope this video helps, even if it's just a small step bigger and better things for you. I know you're capable. till we meet again_
I'm going to start making more videos really shortly . I never intended to even go on KZread, being a little camera shy, so this was basically a self help practice. I'm just glad it help so many others.
I know its been a minute since I posted something, because I broke my phone and didn't have a worthy camera, but I recently bought the new Moto X and starting to get those wheels turning .
So if you have any local business questions you want answered let me know, either in the comments or through a PM, and I'll try to get a video answer out ASAP.
Again for the love! :

Пікірлер: 83

  • @migsmarq5114
    @migsmarq51149 жыл бұрын

    Sometimes the simple things in life can be complicating. Thanks for the Vid. Awesome stuff.

  • @josephbanks6989

    @josephbanks6989

    9 жыл бұрын

    Happy to help!

  • @AricWatson
    @AricWatson8 жыл бұрын

    Thank you Joe. I have a degree in accounting but filling out a simple sales receipts was never covered.

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You got it Artic, this info is good. I'm not sure what that girl was talking about but it's staying up. Have a great day bud!

  • @JoeBanksy

    @JoeBanksy

    7 жыл бұрын

    +Aric Watson wow, thank you for that you made my day even though the seven months ago I apologize life gets in the way sometimes LOL good I appreciate you saying that

  • @darlenevazquez3575
    @darlenevazquez35758 жыл бұрын

    lmaoooo at the end When he said "got it" I said "got it" then he said "good" . 😂😂😂😂😂👍👍👍 thanks btw! helped alot!

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    That's great!

  • @JoeBanksy
    @JoeBanksy8 жыл бұрын

    Thanks for your corrections Amber. I was taught this way but you are correct and I'll make the corrections needed. I appreciate the input

  • @roymartinez8247
    @roymartinez82478 жыл бұрын

    Great info thanks man, thanks god we still have good people to help others. God bless

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    Thanks Roy, that made me feel good to be appreciated

  • @lizethfloressedano9947
    @lizethfloressedano99479 жыл бұрын

    I thought from was from the person paying.(tenant) The from and to part are for the dates (may 1st to may 31st) By person filling out the reciept... im so confused now lol I started renting out a bedroom so if someone can clarify how to do it please help lol

  • @renegadeAZlady

    @renegadeAZlady

    8 жыл бұрын

    +Lizeth Flores You thought correctly. Date: date rent is actually received. FROM: Your renter AMOUNT box: numbers of amount received. LINE BELOW FROM: Amount received written out CHECK BOX: for rent LINE BESIDE: Resident address of rental property FROM/TO: Dates for which this payment will be applied (If June rent, you would put FROM June 1, 2016 TO June 30, 2016. BY: Your signature as the landlord receiving the money. The box to left show Acct amount owed, Paid amount and finally amount due which should be 0 if paid in full. Hope this helps

  • @Supasilvakilla
    @Supasilvakilla9 жыл бұрын

    Just started a business and this helped me out. Thanks bud.

  • @amberrogers729

    @amberrogers729

    8 жыл бұрын

    This video is incorrect I'm 100% certain. The "received from" line is NOT for your business name NOR is it for your name or any authorized person in the company. The "received from" line is for the person/company paying out the money, in other words, its whoever you're writing the receipt to for their payment you recieved. You can list your business name on the "from" line on the bottom & sign your name on the "by" line beneath that.

  • @michaeltinsley4308
    @michaeltinsley43089 жыл бұрын

    It's amazing that I didn't know how to do this, but you rock. Thanks

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    Sweet thanks Michael!

  • @JoeBanksy
    @JoeBanksy9 жыл бұрын

    You got it guys Thanks for watching...I'm glad I could help!

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    I am really happy this video helped so many people. Being the first video I ever posted, it makes me wanna do more really soon

  • @ortegajones4929
    @ortegajones49299 жыл бұрын

    it is surprising how hard this info is to find "This money/rent receipt book lets you record rent payments and other types of payments. Each two-part form indicates a place to record date, payer's name, purpose of payment, payment amount, time period that the amount covers, amount due, amount paid, balance and signature of recipient. Convenient circles with preprinted "cash," "check," "credit card" and "money order" let you check off method of payment. Spiralbound forms are consecutively numbered." if this info is correct putting your company in the FROM field is incorrect also the bottom FROM and TO are time periods it says ex. from may to june

  • @TheAbsoluteZxero
    @TheAbsoluteZxero9 жыл бұрын

    Thanks man. This one helped me out alot

  • @Actress_shawdae
    @Actress_shawdae8 жыл бұрын

    You said it very clear and understandable thanks pal

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You're welcome, buddy!

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You got it buddy I may have to make a correction so check back in

  • @ThatHuedGuy
    @ThatHuedGuy9 жыл бұрын

    You're awesome man, thank you very much.

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You got it brother thanks for the comment

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    Thank you Nick, that's what's up. You're very welcome thank you for watching and commenting! Best of luck on your business venture

  • @skitzohollis
    @skitzohollis9 жыл бұрын

    Thanks man!!

  • @josephbanks6989

    @josephbanks6989

    9 жыл бұрын

    Not a prob Skitzohollis, Thx for watching!

  • @SuperGensel
    @SuperGensel9 жыл бұрын

    Thanks for the info!

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    anything else you'd like me to answer, please let md know. I'm in the middle of a merger with another company, which is why the videos didn't continue, but if i can help i will. I do plan on making more, just as soon as my priorities are in order.

  • @Actress_shawdae
    @Actress_shawdae8 жыл бұрын

    Hey glade to see u on here! I was wondering would you ever get back on here .. How are you

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    I'm good, how are you? People started taking this so seriously....lol....People never use these thing right. As long as all the info is correct, you will be good. These are only for your and your customers records, I was just getting tired of tax season coming and not knowing what receipt came from where,lol

  • @candacegarcia921
    @candacegarcia9219 жыл бұрын

    Thanks!

  • @josephbanks6989

    @josephbanks6989

    9 жыл бұрын

    You are most welcome Candace!

  • @AnthonyDayrrTV
    @AnthonyDayrrTV8 жыл бұрын

    i was paying attention more to the fly or bug moving around in the middle of the screen

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    Lol, I put it there purposely to make sure only those focused would pay attention lol just kidding, thx

  • @VictorGarcia-dv6rn
    @VictorGarcia-dv6rn9 жыл бұрын

    Thankssss!

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    You got it Victor, take care buddy

  • @luminailuminacion1953
    @luminailuminacion19539 жыл бұрын

    In the "from" and "to" lines I think is for dates not for names. What do you think? In spanish is "del" "al" (for days) instead of "de" "para"(for people/companies)

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    The date is filled in on the top left

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You know I think you may be right, I made this video out of frustration during tax season and having a bunch of receipts with no business name or date on it. This is always how I filled mine out, but I may make an edit. Thank you for your insight, I'm going to take a look at that.

  • @menacedemort2878
    @menacedemort28788 жыл бұрын

    I thought the "From. . . To. . ." part was for the date. If it's for a rent, that made sense to me. Otherwise, how do you precise the date on a receipt for the rent? Because I don't think the date of the beginning can indicate whether it's a one month rent, or a two month rent, or a semester... I'm genuinely asking to know.

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    People never use these thing right. As long as all the info is correct, you will be good. I was just getting tired of tax season coming and not knowing what receipt came from where,lol

  • @JoeBanksy

    @JoeBanksy

    7 жыл бұрын

    +Chris Mentalist no Chris the date is in the top right corner if I remember correctly. Put the to and from is definitely the two parties making the transaction

  • @andreamartinez494
    @andreamartinez4949 жыл бұрын

    Thank you

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    You're most welcome

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    Your welcome Andrea!

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You're very welcome Andrea, good luck with everything

  • @andreamartinez494

    @andreamartinez494

    8 жыл бұрын

    ;-)

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    Anytime, thank you for watching

  • @gabyortega382
    @gabyortega3829 жыл бұрын

    The received from part will be my company name right ?? not the person who gave me the checks ??

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You can do either or, I put my business name how commercial accounts in my personal name on residential accounts. As long as you have authority in the business it doesn't matter. I'm receipt is just a record that the transaction took place. Most people don't even put their company name on these receipts and it messes me up come tax season. That's why I made this video. Be the kind of business owner that doesn't make life harder for someone else, just to make your life a little easier in that minute... thanks for the comment, your awesome

  • @iluna1988
    @iluna19889 жыл бұрын

    Hey this actually help lol thanks man

  • @josephbanks6989

    @josephbanks6989

    9 жыл бұрын

    Very glad it did, thanks for letting me know Israel!

  • @aliciaseay6894
    @aliciaseay68948 жыл бұрын

    So do I keep the top part and give the customer the yellow page?

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    The customer gets the white part

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    That is correct, great question

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You are correct Alicia

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    You got it

  • @suckit8o8
    @suckit8o89 жыл бұрын

    Question: what if you don't have a company, can you just use your name instead?

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    Sorry I took so long to reply, I've been offline. Yes, use your own name, you don't need a company to give receipts. It's only a record kept for tax purposes, one copy is for your income tax and one copy is for your customers expenses

  • @JR-nb3mm
    @JR-nb3mm9 жыл бұрын

    I know I'm really late but I'm confused on the last part who's name goes by from Person paying? And to: would be my company's name And signature would be mine or person paying?

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    If you or your company is writing a receipt for a customer, this means that the product or services you provide are from you to your customer. This makes the receipt from you to your customer. This way, they have a record (or proof) of making the purchase from your company. So in the "to" section, you would put the customer's name. In the "from" section, you would put your company's or your personal name. By doing this you are acknowledging that the customer did, in fact, make that specific purchase from you. I hope this clears things up a little bit for you Jaqueline. If not, you can always message me or reply to this comment

  • @ortegajones4929
    @ortegajones49299 жыл бұрын

    are you sure this is correct? somebody told me the "from" is the person giving you the money and not your company

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    It really doesn't matter as long as the authority or someone authorized by the authority of the business fills it out

  • @josephbanks6989
    @josephbanks69899 жыл бұрын

    "Received of" means received by so instead of the company the individual would sign

  • @FavoriteMusicSongs

    @FavoriteMusicSongs

    9 жыл бұрын

    Thanks!

  • @JoeBanksy

    @JoeBanksy

    9 жыл бұрын

    You're completely right at the time of this video I was a 1 person llc snow didn't matter I should have mentioned that thanks

  • @renegadeAZlady
    @renegadeAZlady8 жыл бұрын

    Actually you are very very wrong. The FROM line is not for your business name - it is for the name of the person that you are receiving the money FROM. Any introduction to bookkeeping class teaches you this. You are receiving money FROM John Doe and HIS NAME should be on the FROM line. Legally the people you are receiving the money FROM have no leg to stand on since you are filling out the receipt incorrectly. If you want the name of your business to be on the receipt you could write or stamp the name of the business over the FROM/TO line above your signature since you have no need for this line (which is for Renters to show what time period the rent money received is to cover).

  • @AnthonyDayrrTV

    @AnthonyDayrrTV

    8 жыл бұрын

    +renegadeAZlady thank u for that correction but are u certain about that?? and what do i write on the from/to area???

  • @renegadeAZlady

    @renegadeAZlady

    8 жыл бұрын

    +ganthonyvr Yes, very sure. Come tax time this receipt would be unusable as any tax preparer will tell you that a receipt would have to have your name on it as the payee. In the From/To section there are two roads. If you are the business issuing the receipt, then you can write or stamp your business name here (as you would not need this space). If you are using these receipts as a landlord issuing them to tenants, you would put the dates for which this money is applied. Example: If applied for February's rent you would put From: 2/1/2016 To: 2/29/2016. Below I answered Lizeth Flores' question about using these receipts as a landlord explaining what should be written in each space. I hope this helps and feel free to reply if you have any more questions.

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    Well thank you for that correction I'll look into it

  • @JoeBanksy

    @JoeBanksy

    8 жыл бұрын

    I don't think I'm very very wrong though, but I will look into it. I never took a bookkeeping class, I'm kind of going by what I've learned from other business owners that I've worked for but thank you for that info I will make the corrections necessary

  • @AnthonyDayrrTV

    @AnthonyDayrrTV

    8 жыл бұрын

    Joe Banks after i watched your video and saw the comment about the person taking business class i looked into it and that person is right. where it says received from, u put the customer's name and not yours nor your company's name.