Receipts

A receipt records that a specific payment was made. An invoice asks for money. A receipt confirms it arrived.

When one exists

Every payment gets one as it's recorded, whether it came by card or you entered it yourself. There's nothing to create.

Numbering

Receipts have their own numbering, separate from invoices, with its own prefix and sequence. That keeps things clean where one invoice was settled by three payments: one invoice number, three receipt numbers.

The payment prefix and starting number are part of your one-time numbering setup and can't be changed once an invoice exists. See Numbering and terms.

What's on it

It's headed Payment receipt with its number. It carries your business details, then Received From, which is the client's name and email, then Date Received, Payment Method, Reference, the invoice it settles, and Amount Received in figures and in words.

Your business details come from Settings → Business, so filling those in properly matters more than it seems. A receipt with no address or registration number is one a client's accountant may push back on.

Sending and downloading

A receipt is never emailed automatically. There are three ways it reaches someone.

The client downloads it. Their invoice lists each payment with a Receipt button beside it.

You email it. Send receipt, from the payment's menu on the invoice or the main button on the payment's own page, opens a composer with the client filled in. There's no public link for a receipt, so the PDF is always attached.

You download it. Download receipt on the payment's menu saves the PDF for your own records. On the payment's own page the same action reads Download PDF.

For most sessions the client's own download is enough. Send it when a client asks, and for commercial work send it without being asked, because their accounts department will want it.

Where to find them

On the invoice, in Payments received, where each payment's menu offers View receipt, Send receipt and Download receipt.

Or on the Payments page, which lists every payment with its receipt number, the invoice, the method and the contact. Opening a row shows the receipt as a document, with Send receipt, Download PDF, Email history, and the refund and removal actions that still apply.

A corrected payment gets a new receipt

Editing a payment reissues its receipt under a new number, so the receipt always matches the payment it describes. If you'd already sent the old receipt, send the new one.

A fully refunded payment offers no receipt to the client, and its receipt can no longer be emailed.