Free receipt template
Free receipt template
Give the client proof of payment before you leave. Fill it in, download the PDF, hand it over — no sign-up, no email wall.
Your company
Receipt
Bill to
Client name
| Description | Qty | Rate | Amount |
|---|
Notes
Terms
What's included
- Your business details, so the client knows exactly who took the payment
- Client name and address for their own records
- Receipt number and the dates the work and the payment happened
- Line items with quantity, rate, and line total
- Subtotal, discount, tax, and the amount paid
- A notes line for the payment method, and terms confirming the job is settled
Fields in this receipt
- Business name, email, phone, and address
- Client name and address
- Receipt number, service date, payment date
- Line items: description, quantity, unit price
- Discount and tax rate
- Notes for the payment method, and terms
How to use it
- Add your business details Name, phone, email, and address go in the header. A receipt without them is hard for the client to use as proof of anything.
- Fill in the client Use the name that paid. For commercial work that is the company, because that is who claims the expense.
- Number the receipt Run a sequence like RCPT-1001 upward. Matching a receipt to an invoice later is far easier when both carry a number.
- List what they paid for Copy the lines from the invoice. A receipt that only shows a total invites the question of what the money bought.
- Set both dates Service date is when the work happened, payment date is when the money arrived. They differ often enough that recording both saves arguments.
- Check the tax line The receipt should show the same tax the client actually paid. If it does not match the invoice, their bookkeeping will flag it.
- Write down how they paid Put the method in the notes — card, cash, transfer, or cheque number. This is the detail clients come back asking for.
- Download and hand it over Give the receipt on the spot, while you are still standing there. Sending it later turns one job into two conversations.
Formats
- PDF, ready to email or print
- Print to any size from the browser
- Reusable in the Workly app, where a paid invoice becomes a receipt automatically
Questions about the receipt template
What is the difference between an invoice and a receipt?
An invoice asks for money, a receipt confirms it arrived. The invoice comes first and shows an amount due; the receipt comes after payment and shows an amount paid. Clients often need both — the invoice to approve the spend, the receipt to close it out.
Do I have to give a receipt?
For cash it is close to mandatory in practice, because neither side has any other record. For card and transfer the payment processor holds proof, but a receipt on your letterhead is what the client files with their accounts.
What has to be on a receipt?
Your business details, the client, a receipt number, the date of payment, what the money was for, the amount paid, and any tax charged. If the client claims the expense, the tax line is the part their accountant looks for.
Can I use one receipt for a deposit and the final payment?
Better not. Issue one receipt per payment, each with its own number and date. A single document covering two payments is hard to reconcile against the bank later.
Is this receipt template free?
Yes — fill it in, download the PDF, hand it over. No account and no email required. Saving receipts against a client, adding your logo, and turning a paid invoice into a receipt automatically is what the Workly app adds.