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

Deposit Information

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

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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 to fill out a blank deposit slip? ›

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 endorsem*nt on the back. Add up the check amounts and write the total deposit. Verify that the information is accurate.

Can I make my own deposit slips? ›

Printing a deposit slip form on your own can be a cost-effective method compared to getting a form from your bank or local office supply store. Not only is it cost-effective, but it's also a significant time-saver.

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

Add up all of the cash to be deposited and write the total in the space next to "Cash." 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.

How to use PDF template? ›

Select the Output tab. Expand the sidebar and select Templates. In the Templates panel, click the + icon next to Templates and select PDF Template. Specify a name for the template in the New PDF Template dialog.

What is the first thing to fill up in the deposit slip? ›

Steps on How to Fill Out a Bank Deposit Slip:

Provide personal information, including your name and your account number. Fill in additional details such as the date. If you are cashing the check or any part of the check, it is also required you sign the signature line. List the cash amount of your deposit, if any.

How do I fill out a direct deposit paper? ›

What to Include on Your Direct Deposit Authorization Form
  1. Company Information. ...
  2. Employee Information. ...
  3. Bank Account Information. ...
  4. “I hereby authorize…” Statement. ...
  5. Employee Signature and Date. ...
  6. Space for Attached Physical Check (Optional) ...
  7. Find a Direct Deposit Provider. ...
  8. Setup and Implementation.

Can you put multiple checks on one deposit slip? ›

Write the total amount of cash.

If you're depositing multiple checks, write the amount of each one on a separate line on the slip.

What are the 8 steps for filling out a deposit slip? ›

How do You Fill Out a Pay-in-slip? 8-Step Guide
  1. Enter your Personal Information.
  2. Fill in Additional Information.
  3. Put the Amount You Want to Deposit.
  4. Individual Listing of Checks.
  5. Addition of the Deposits for the Subtotal.
  6. Fill in the Amount of Cash to Withdraw.
  7. Calculate the Total of the Deposit.
Apr 22, 2024

How many checks can be deposited at once? ›

As many as you want. There are usually five slots or so on the deposit slip, but I regularly deposit a few dozen checks at once and never had any issue.

Can I turn a PDF into a template? ›

PDF Annotator can automatically create a template from a PDF file to use as a new document.

How to create a PDF form for free? ›

Here's how to create a PDF form for free, online, in 3 easy steps:
  1. Step 1: Upload PDF form or create from scratch. Drag your PDF file on to the document dropzone above, or click Upload to choose a file from your computer. ...
  2. Step 2: Add form fields to your PDF. ...
  3. Step 3: Download file.

Whose name is written in 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.

How do you write a blank check for direct deposit? ›

To void a check for your employer to set up direct deposit, take a blank check and write “VOID” in large letters across the entire check. Be certain that you don't cover the routing or the account numbers, which your employer will use to ensure your paycheck goes to the right account.

How to bundle money for bank deposit? ›

Preparing Bundles
  1. A bundle consists of 1,000 notes of the same denomination in ten equal straps of 100 notes each.
  2. All strap edges must be vertically aligned into a single organized stack and oriented in the same direction.
  3. Straps must be bound together.

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