Make a payment receipt
Proof that money changed hands, in a form the payer can file.
A receipt is a small document that settles a large argument. It needs the amount in figures and in words, the date, who paid, what it was for, and how it was paid, whether that was cash, a transfer or a cheque with its number. Cash payments especially need one, because there is no bank record to fall back on. This produces a clean printable receipt in a few seconds.
How to make a payment receipt
- 1
Choose Payment receipt
The layout becomes a single amount document rather than a priced list.
- 2
Record how it was paid
Cash, bank transfer, cheque with its number, or a mobile wallet reference. This is the part people leave out and later need.
- 3
Download and sign
Print and sign it, or sign the PDF digitally, then send it to the payer.
Why cash needs paper
A transfer leaves a trail in two banks. Cash leaves nothing but the receipt, which is why the receipt has to exist at the moment of payment rather than being reconstructed later.
Frequently asked questions
What must a receipt show?+
Who paid, who received, how much in figures and words, the date, what it was for, and the payment method. Add your business details and a receipt number for your own records.
Is a receipt the same as an invoice?+
No. An invoice asks for money, a receipt confirms it was paid. Many disputes come from treating one as the other.
Does it need a signature?+
For cash, yes. The signature of the person who received the money is the point of the document.
Is my record uploaded?+
No, it is created in your browser.