Receipt

This receipt book template is designed for small business proprietors to easily track incoming payments in a manner that keeps both their clients and bookkeeper happy.

[Sender.Company]
[Sender.Address]
[Sender.Country]

hereby acknowledges receipt of payment as indicated below –

Date: MM / DD / YYYY

Received from: [Client.FirstName] [Client.LastName]

You want to distinguish the payee from the account, because they are not always the same. Using a unique receipt number helps keep track of the receipts.

On the account of (if different from payee): Signature

This will allow matching between the payment and any outstanding balances due or, if this is a pre-payment, will allow credit to be made against any forthcoming invoices.

Check Number (if applicable):

Indicate whether it was cash, check, credit card, or other type of payment because this will be matched up against other records later.

Reference: MM / DD / YYYY

Be sure to reference an invoice number, estimate, or any other type of unique reference that will allow the bookkeeper to match this with billings and/or properly categorize the money coming into the business.

Signed by:
[Sender.FirstName] [Sender.LastName]

This lets you keep track of what person is acknowledging receipt so if there are any questions later, you know who to talk to.

Thank you for your business!

For bookkeeper only

Payment received on
from [Client.FirstName] [Client.LastName] for [Account.Reference]

Amount: paid by (Check #)

Invoice or reference number is [Account.Reference]

For questions, contact [Sender.FirstName] [Sender.LastName]

This portion can be printed as a separate page from the information already entered in the receipt itself for bookkeeping purposes, if you choose.

Receipt Book Template

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Useful resources

FAQ

What are receipt books?

A receipt book is a type of ledger businesses use to track their daily business transactions. It includes details such as the date of payment, amount received, client name, client signature, payment type, check number, receipt number, and other important details.

Why is a receipt book important?

A receipt book is important because it allows you to keep track of day-to-day business transactions. It gives you insights on where you get your money from and helps with bookkeeping. It’s a necessary investment if you want to make your business transactions efficient and organized.

How do I make a receipt book in Pandadoc?

Making a receipt book in PandaDoc is easy. All you have to do is use our receipt book template and edit out the details as you see fit. PandaDoc will also notify you when clients interact with the receipt book, and you will be able to do a deep-dive on insights with the data we provide.

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