Enter the payment details
Enter the receipt number, date, payer, amount and what the payment was for. Each item has its own field.
The template includes amounts in figures and words. Check that the two values match before signing.
- Receipt number and date
- Received from and received by
- Amount in figures and in words
- What the payment was for
Payment method and balance due
Select cash, check, card or transfer. For a partial payment, enter the amount received and the remaining balance.
The template does not calculate amounts. Check the arithmetic before signing.
Keep a copy
Give the payer the signed receipt and keep a copy with your records. IRS recordkeeping guidance lists receipts as supporting business documents.
Use a consistent receipt-numbering system if you issue receipts regularly.