Deposit Slip Template - PDF Templates | Jotform (2024)

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DEPOSIT SLIP

08/08/2019

Name

John Smith

E-mail

john@example.com

No.

DS-001

Bank Account Name

John'sBankAccount

Account Number

12345678

Account Holder Name

John Smith

Destination Bank

BCA

Deposit Amount in USD

$20,000

Sending Bank

BCA

Terms & Conditions

Every deposit slip must be limited to one for each currency, one for type of check, or one for type of deposit. Only accepted checks for collection shall be credited to the depositor's account and only upon receipt of proceeds.

The depositor must ensure that the correct amount shall be credited. The bank shall not be responsible for any incorrect amount entered and validated by the teller to the deposited account.

All information that appears in the the deposit slip shall be deemed as true and correct and shall be processed by the teller accordingly. The bank shall not be responsible for processing of any incorrect information provided and the responsible for any information that appears and furnished shall redound to the depositor.

By signing this, I hereby acknowledge that I agree to terms & conditions.

Signature

Deposit Slip Template - PDF Templates | Jotform (6)

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Deposit Slip Template - PDF Templates | Jotform (7)

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A deposit slip is used to deposit money into a specific bank account. Banks and financial services can use this free Deposit Slip Template as an easy way to generate deposit slips for a large number of banking customers. Just fill in a short form with customer contact info, account details, and the amount to be deposited, and let your customer sign with an e-signature. The template will then convert each form submission into a professional PDF receipt, easy to download, print, or send via email.

With Jotform’s user-friendly PDF Editor, you can give your Deposit Slip Template a professional look to match the professionalism of your banking services. Add your institution’s logo, change fonts and colors, and update your specific terms and conditions. Why not set up an autoresponder to automatically email a copy of the deposit slip to the customer? You can even use a Unique ID widget to create a deposit slip number for each PDF document, making it easier to organize your records. Try this free Deposit Slip template to speed up your service and improve the banking experience.

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Invoice Templates

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Preparing invoices for clients is necessary for making sure you get paid for your products or services. But writing and mailing paper invoices by hand isn’t the most efficient use of your time when you could be bringing in more business. Using a ready-made invoice template will not only save you time billing customers but also ensure that your invoices are always accurate, consistent, and professional.

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Simply select any of the invoice templates below to customize with our drag-and-drop PDF Editor. Upload your company’s logo, add your terms and conditions, change the given text, and rearrange the template layout to your liking. Your custom invoice template will automatically generate PDF invoices for each form submission, making it easier to keep track of every purchase from your business. With the invoice approval software, you can seamlessly manage the review and approval process, bringing even more efficiency to your invoicing workflow.

Frequently Asked Questions

1) What is an invoice template?

An invoice template is a premade document that includes spaces and fields for the key elements of an invoice.

With invoice templates, business owners streamline the billing process because they don’t need to re-create invoices from scratch each time they bill a client. You can build your own invoice template to fit your needs or download one online to save time on design and configuration.

2) What are the types of invoices?

Almost any business or person who exchanges goods and services for money uses invoices. You can update and use any invoice template according to your business’s needs, regardless of industry or size.

When you request payment from clients, you can choose from any number of invoice types. Some examples include the following:

  • Medical invoices
  • Service invoices
  • Freelance invoices
  • Hourly invoices
  • Repair invoices
  • Consultation invoices

3) How do I create an invoice template?

Creating an invoice template is easy, especially if you use an online, no-code tool like Jotform. While Jotform also offers premade templates so you can get right to billing, you may want to create your own invoice template from scratch. If so, you can do it with Jotform by following these instructions:

  • Open the Form Builder .
  • Select Start from Scratch.
  • Choose Classic Form as your Form Layout.
  • Upload your Organization Logo and enter your Organization Name, then click Save.
  • Click on the Select Form Element (+) button on the left side of the Form Builder to add the elements you’d like to include.
  • Add elements from the included lists.
  • Choose from Basic , Payments , and Widgets , depending on your needs.
  • Click the Form Designer icon (the paint roller) on the right to customize more design elements.
  • Click the Publish tab in the top center-right and select how you’d like to send your invoice.
  • Share invoices by email or link, by embedding in a website, or as a downloadable PDF.

Once you build your invoice, you can save it as a template to use as needed. Just update the invoice information every time you reuse it.

4) Can I customize an invoice template to fit my business needs?

Yes, you can customize an invoice template however you want so it fits your business needs and matches your brand colors.

The best thing about invoice templates is that they give you the flexibility to change your document however you want without having to design it all yourself. Jotform has more than 70 invoice templates, so you can choose a design that fits your creative brand.

Once you’ve selected the template that fits your needs, add your logo, fill in your information, and send it to your clients in a fraction of the time it would take you with a physical invoice.

Jotform PDF Editor not only lets you edit Jotform PDF templates but also allows you to edit any PDF templates you already have. Simply upload an existing PDF form to Jotform and add signature fields and change colors.

5) How do I use an invoice template to bill my clients?

When it’s time to bill your clients, follow these steps to prepare your invoice:

  • Create or download your template. Whichever you choose, be sure it fits your branding and needs.
  • Check your information to make sure it’s accurate and up to date. One of the challenges of using a template is the possibility of overlooking prefilled information. Double-check everything to make sure it’s correct and makes sense.
  • Set up easy payment methods to streamline the payment process. By adding online payment processors to your template, you can increase your odds of getting quick payments and reduce the chance of overdue invoices.
  • Emphasize due dates to avoid overdue payments. If your clients don’t pay their invoice by the due date, that may be because the date isn’t clear on your template. Be sure due dates are noticeable, readable, and designed to convey urgency.

Once you have a template, simply repeat steps 2–4 as needed. Using this process for each invoice will establish an efficient and consistent billing process for every client.

6) What fields should be included in an invoice template?

When creating or customizing your invoice template, you need to be sure it includes all necessary fields and information. While your invoice’s specifics may vary from template to template, each one should contain the following information:

  • Your business’s name and contact details
  • The word “invoice”
  • An invoice number
  • Client information, such as contact name, company name, phone number, address, and email
  • Date of invoice
  • Payment due date
  • Description of billed products/services, including purchase/service date, unit cost, title, quantity, and total cost
  • Subtotal, taxes, discounts, and final total
  • Disclaimers on payment methods, late fees, and payment terms

7) What does an invoice look like?

Beyond the required financial and business information, invoices typically include a few common design elements. Most importantly, prices and services are typically organized in a table to provide a clear visual representation of billed services.

Invoices should also include your logo and brand colors to ensure consistency across your business materials. Adding your logo and brand colors also offers clients an immediate visual cue of who’s sending the invoice. The final price is also typically broken down into its separate parts, stacked line by line, in the bottom corner to show the subtotal, taxes, discounts, and end pricing.

8) What are the benefits of using an invoice template?

Invoice templates are a helpful tool for any business because they save time, money, and effort by reducing a team’s labor costs during the billing process. Due to their reusability, invoice templates streamline your processes by reducing the work that goes into billing clients.

Whether you choose to create a template yourself or download one online, using invoice templates gives your business visual consistency and professionalism in the eyes of your clientele. If you decide to skip the creation process and use a premade template, you’ll also save costs associated with graphic design.

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Deposit Slip Template - PDF Templates | Jotform (2024)

FAQs

How do I make a deposit slip template? ›

To fill out printable deposit slips, follow these steps:
  1. Write the date of the deposit. ...
  2. Fill in your personal information, such as your name and account number. ...
  3. Specify the type of deposit you are making, whether it's a check, cash, or a combination of both.

How do I make a deposit form? ›

Get a deposit slip from the bank or download it from their website. Write today's date and your account number on the slip. List the check(s) you're depositing with the amount, check number, and your endorsement on the back. Add up the check amounts and write the total deposit.

How do I make a deposit slip for multiple checks? ›

List all the checks to be deposited, including the check numbers and dollar amounts, in the space marked "Checks." If you have several checks, you may need to list them in the provided space on the back of the deposit slip. If you don't have any checks to deposit, leave this part of the deposit slip blank.

Can I print my own deposit slips? ›

You'll have to buy standard letter size white paper. Unlike printing a check, you don't need special paper to print deposit slips. You also don't need a special printer and can use any printer to print deposit slips.

What is the structure of a deposit slip? ›

A deposit slip contains the date, the name of the depositor, the depositor's account number, and the amounts being deposited as well as a breakdown of whether the deposit consists of checks, cash, or if the depositor wants a specific amount of cash back from a check deposit.

What is a direct deposit form PDF? ›

A direct deposit authorization form authorizes a third party, usually an employer for payroll, to send money to a bank account. Typically, an employer requesting authorization requires a voided check to ensure the account is valid.

When preparing a deposit slip, you should? ›

Fill in the date. Write the total amount of cash you're depositing. List each check amount, along with the check number (you can list the checks on the back of the deposit slip if you are depositing several). Put the total of cash and checks on the bottom line, unless you're getting cash back.

How to write a deposit receipt? ›

A receipt deposit should include the date of the deposit, the name of the depositor, the amount of the deposit, the account number to which the funds were deposited and a description of the items or services purchased. Depending on the individual bank or institution, additional information may also be required.

Do I need a deposit slip to deposit cash? ›

To deposit money at a bank branch, provide your cash and endorsed checks and a deposit slip to the teller. Both checks and cash can be deposited in-person at any of your bank's locations.

How do I write a check for $3000? ›

How to write a check
  1. Date the check. Add the date of when you wrote the check on the line at the top right-hand corner. ...
  2. Tell the bank who to pay. ...
  3. Write your payment amount in numbers. ...
  4. Spell out your payment amount in words. ...
  5. Use the memo field. ...
  6. Sign the check.

How do I write a deposit form? ›

How to Fill Out a Deposit Slip to Deposit a Check
  1. Write down the date of the deposit.
  2. Write down your name.
  3. Include the account number where check is being deposited into.
  4. Include the amount of each check being deposited in the area designated for checks. ...
  5. Write down a subtotal for all the check amounts.
Mar 15, 2024

What details are asked in a deposit slip? ›

Introduction. A deposit slip is a small physical form that a bank customer includes when depositing money into a bank account. A deposit slip contains the date of deposit, the name of the depositor, the depositor's account number, and the amount being deposited.

Can I get a deposit slip online? ›

You can conveniently create and print deposit slip for any bank online at OnlineCheckWriter.com using your mobile or desktop device.

How do I make a deposit agreement? ›

Include the details of the deposit agreement, including the amount, when it's due, and what it covers. Specify any additional terms for the deposit, including how the deposit will be handled if the deal falls through. Be sure to include the signatures of both parties to make it a legally binding document.

How to make a savings deposit slip? ›

How to Fill Out a Deposit Slip to Deposit a Check
  1. Write down the date of the deposit.
  2. Write down your name.
  3. Include the account number where check is being deposited into.
  4. Include the amount of each check being deposited in the area designated for checks. ...
  5. Write down a subtotal for all the check amounts.
Mar 15, 2024

How do I deposit a printable check? ›

Your Printed Check can be deposited in the following ways:
  1. Mobile Check Deposit: (Recommended Option) - Print the PDF image of the check on normal letter paper. ...
  2. ATM: - Print the PDF image of the check on normal letter paper. ...
  3. Present to a Bank Teller: The printed 'Digital Check' is legally valid to be presented at a bank.
Mar 10, 2023

Can you print a deposit slip in QuickBooks Online? ›

Once you have set up deposit slip printing, you can print a deposit slip, provided you have: Created a deposit transaction from the Bank Deposit window. Specified Undeposited Funds as the account when receiving payment against an invoice or when creating a sales receipt.

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