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What to include
- Date the payment was received
- Name of the payer and the person or business that received it
- Amount received and the payment method
- What the payment was for
- Any balance still owing
- An invoice or reference number, if there is one
Tips
- Issue it at the time of payment.
- Keep a copy for your records.
- Use real payments only. A receipt for money that was not paid is not allowed.
Questions
Is a payment receipt legally required?
Rules differ by place and by type of sale. Even where it is not required, it is good practice and often asked for by customers and tax filers.
Can I give a receipt for a partial payment?
Yes. Record the amount received and note the balance still owing.
More receipt templates
Related guides
This template is general information. Requirements for receipts vary by place and industry, so check local rules or ask an accountant.