A receipt records a completed payment. Unlike an invoice, which asks for payment, this document marks the transaction as paid and gives both parties a record of what was purchased.
Make it in CreateBizDocs
- Choose Receipt. Enter a receipt number, receipt date, and paid date.
- Add your business details and the customer’s name and contact information when appropriate.
- List the paid products or services with their quantities and rates. Enter any applicable discount and tax.
- Enter the payment method, such as cash, card, or bank transfer. Add a short note if the customer needs a reference or explanation.
- Check that the amount shown matches the payment you actually received, then download or print the receipt.
Example
After receiving payment for a maintenance visit, a contractor could list the service performed, enter the paid date, and record “Card” as the payment method.
Check it before sharing
Do not issue a paid receipt for money you have not received. Compare the amount, date, and method with your payment record before sharing it.
CreateBizDocs does not process or verify payments. The receipt reflects the information you enter.