Invoice versus receipt
Send the invoice before payment and issue the receipt after the funds have been received.
Create a branded receipt after receiving a client payment. Add the method, reference, purpose, and related invoice, then print or save it as a PDF.
A professional receipt gives both parties a clear record of what was paid, when it was received, how it was paid, and which invoice or service the payment relates to.
Number receipts consistently so they can be located and matched to bank records or invoices.
Use the client’s correct personal or business name and record a transaction reference when available.
State whether it covers a full invoice, partial payment, deposit, product, service, or reimbursement.
Store the receipt with the related invoice, payment confirmation, and project documentation.
Send the invoice before payment and issue the receipt after the funds have been received.
State the amount received and remaining balance clearly in your own accounting or client records.
A receipt normally identifies the issuer, payer, amount, date, payment method, reference, and the reason the payment was received.
No. An invoice requests payment; a receipt confirms that payment has been received.
Yes. Upload a supported logo under 500 KB and it will appear in the receipt preview.
Yes. Enter the amount actually received and describe whether it is a deposit, installment, or partial settlement.
No. Record-keeping and receipt requirements differ by location and transaction type, so check the rules that apply to your business.