How to make a payment receipt
- Enter who receives the payment and who pays.
- Describe what the payment is for and the amount; add how it was paid in the notes.
- Download the receipt as a PDF to print, sign and hand over.
A receipt confirms that a payment was received. It matters most when money changes hands in cash or without an invoice: monthly rent, a deposit on a job, private lessons, a second-hand sale, club fees or paying back a loan between friends.
The receipt shows a number, the date, the name of the person receiving the money and of the payer, what the payment covers and the amount. For rent, put the month and the property address in the description. The total is also written out in words, which avoids disputes.
In the notes, state the payment method (cash, check no.…, bank transfer) and any balance still owed. Set tax to 0% for a private receipt. Print two copies and sign both — one for you, one for the payer. Files are deleted from the server after 30 minutes.
Frequently asked questions
Is a receipt the same as an invoice?
No. A receipt proves payment was received; a business normally still issues an invoice for the sale.
How do I write a rent receipt?
Put the landlord as the issuer, the tenant as the client, and a line such as “Rent for March – property address” with the amount.
Do I need to add tax?
Only if the payment is subject to VAT or sales tax. For private payments choose 0%.
Does a receipt need a signature?
It is common practice to sign it: sign the printed copy, or add a signature in the Word version.
Does it work on a phone?
Yes, the form works on phones and computers, and you can share the PDF straight away.