Receipt generator: questions and guides
Each guide here answers one question with a practical example, then takes you to the tool to try it yourself. Guides: 17.
Questions
- How to issue a payment receipt as a PDFHow to issue a receipt for money received as a PDF in Arabic or English, what details it should carry, and when you need an invoice instead.
- How do I give a customer a signed receipt for cash I took at a market stall?How to hand a customer a printed receipt you have signed by hand for cash taken at a market stall or exhibition booth, and how to keep your own copy.
- What card details is it safe to put on a receipt for a card payment?For a card payment: what belongs in the details field so you can match the transaction later, and what must never appear on a receipt, whoever asks for it.
- How do I issue a receipt for money I received through Apple Pay or a payment app?Payment apps and wallets are not among the receipt tool's four methods. The answer is 'Other' with the app name and transaction reference. Here is how.
- How do I write a receipt for the second installment on an invoice?A client is paying an invoice in three parts. How to issue one receipt per payment, tied to the invoice number, so the balance stays clear on both sides.
- The customer sent a transfer screenshot and wants a receipt now; should I issue it before the money reaches my account?A transfer screenshot is not money in your account. Why you wait for the funds before issuing a receipt, and what to send a customer who needs paper now.
- How do I write a receipt for a refundable deposit on rented event equipment?You rent out sound, lighting or a tent and hold a deposit until it comes back. How to write the receipt so the customer knows it is refundable, when and on what terms.
- How do I show the amount in words on the receipt?The receipt generator prints the amount in figures only. If you want it spelled out as well, this is where it goes and how to check it matches the figure.
- How do I give an overseas client a USD receipt for an international wire?A client abroad wired you dollars and less arrived because of bank fees. How to give them an English receipt in the right currency and for the right amount.
- Why does the receipt tool insist on method details when I choose 'Other'?No file, and the details field is highlighted in red? With 'Other', that field becomes the name of the payment method itself. Here is why, and what to type.
- Should receipts have their own number series, separate from invoices?A separate number series for receipts keeps them apart from invoices, and the invoice reference field links the two. How to set it up and where to keep the last number.
- Does the receipt tool keep the customer names and amounts I enter?Customer names, numbers and amounts typed into the receipt generator are neither uploaded nor stored. What that means for their privacy, and why your PDF is on you.
- I tutor privately; how do I give parents a receipt for the month's fees?For private tutors: how to give parents a clear monthly receipt naming the student, the period and the number of sessions, so you are not explaining it every time.
- Isn't the bank transfer screenshot enough? Why issue a receipt at all?A transfer screenshot comes from the payer and shows a transfer was started. A receipt comes from you and confirms you received it, and for what. When you need both.
- The money arrived yesterday and I am writing the receipt today; which date goes on it?A receipt has one date field, labelled 'Payment date'. Why the day the money arrived is the right one, and how to record the issue date when it differs.
- My customer lost their receipt; how do I give them a copy with the same number?The receipt tool keeps no history, so reissuing a lost receipt depends on your own records. How to rebuild it with the original number, date and amount, marked as a copy.
- Will my customer's employer accept this receipt for an expense claim?Your customer wants the receipt to claim the cost back from their company. Acceptance is their call; here is what the receipt carries and what to do if they need more.