Receipt Invoice Template
Use the right document before and after payment
Create a connected receipt from a Docelf invoice after recording payment. Or start a standalone receipt here to give your customer a clear record of the money received.
Email, print or download the finished receipt as a PDF.
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Send the invoice. Record the payment. Create the receipt.
Receipt Previews for a Recorded Payment
These receipts give customers a record of the payment they made. Each card opens the standalone receipt editor. To use an existing invoice, follow the invoice-to-receipt steps below.
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Sample Receipt Template
Create Free Receipt -
Free Receipt Template
Create Free Receipt -
Printable Receipt Template
Create Free Receipt
See six more receipt previews farther down the page.
Start With the Invoice the Customer Paid
Open the matching invoice in Docelf. If the payment hasn't been recorded, add the amount received and the date you received it. Then create a receipt from that invoice. Docelf brings over the customer, item and price details and keeps the two documents connected.
The invoice keeps the original charges, and each receipt confirms a payment. Docelf calculates the invoice total and updates the remaining balance from the payments you record. The invoice-to-receipt help guide explains how to create the connected receipt.
No Docelf invoice to start from? Use the Create Free Receipt button to enter the purchase and payment details in a standalone receipt.
Invoice, Paid Invoice or Receipt?
These records have different jobs. Choose the one that matches what you need to show your customer.
Invoice
An invoice lists the charges and asks the customer to pay. It remains the original bill as you record payments.
Paid Invoice
A paid invoice keeps the bill and its payment record together. Docelf marks the invoice Paid when recorded payments cover its total.
Receipt
A receipt confirms money you've received. It can show a deposit, a partial payment or the final payment for a sale.
A paid invoice and a receipt can refer to the same sale without being the same document.
Check the Receipt Before You Send It
The receipt below shows the fields to review after creating it from an invoice. Check the copied details and the payment it confirms before sending it to the customer.
- Your Business: Check your business name and contact details.
- Your Logo: Check your logo if you use one.
- The Customer: Check that the customer matches the payment.
- Number and Date: Check the receipt number. Its date is the payment date.
- The Charges: Match the items and prices to the original invoice.
- The Payment: Check the total, amount received and remaining balance.
- Notes and Sending: Check the payment method and invoice reference, then send the receipt.
Example: Keep the Invoice Total and Payment Clear
The line items explain the original charges. Payments reduce the balance; they don't change the price of the work. This fictional office-networking job shows how to keep both parts of the record clear.
The job was billed on invoice INV-3108 and completed on September 16, 2026. The customer paid $200.00 by bank transfer on September 18.
Receipt R-1488 confirms that payment. Its receipt date is September 18, 2026.
All amounts are in USD. This example assumes all three charges are taxable at an illustrative 8%: $500.00 × 8% = $40.00.
| QTY | Description | Unit Price | Amount |
|---|---|---|---|
| 2 | Wireless access point — each | $120.00 | $240.00 |
| 3 | Office network setup — hours | $80.00 | $240.00 |
| 2 | Network cable — each | $10.00 | $20.00 |
| Subtotal | $500.00 | |
| Sales Tax (8% illustrative) | $40.00 | |
| Invoice Total | $540.00 | |
| Payment Received — September 18 | $200.00 | |
| Remaining Balance | $340.00 |
Receipt R-1488 confirms the $200.00 received on September 18. Subtracting that payment from the $540.00 invoice total leaves $340.00.
The $40.00 tax is already part of the invoice total, so it is not added again to this payment. The example has three items; use as many rows as the actual purchase needs.
Connect the Payment to the Invoice in Notes
Add the invoice number and a short description of the job so the payment is easy to match later. Here's Notes wording for the $200.00 payment above.
Example: Notes
- Invoice INV-3108 — office-networking work completed on September 16, 2026.
- Payment received: $200.00 by bank transfer on September 18, 2026.
- Invoice total: $540.00. Remaining balance after this payment: $340.00.
Record a Payment on Its Own
No invoice in Docelf for this payment? Create a standalone receipt and give your customer a clear record of the money received.
When the Next Payment Arrives
Record the next payment on the same invoice and create a receipt for that payment. In the example, a later $340.00 payment would clear the remaining balance. That later receipt would confirm $340.00, not the original $540.00 again.
Each receipt uses the date its payment was received, even when you prepare or send the receipt later. The work-completion date stays labeled as the job date. If the customer only needs another copy of an existing receipt, resend it without recording another payment.
Make the Invoice and Receipt Easy to Match
The original invoice number gives the customer a useful reference. The receipt has its own number, and its payment date may differ from the invoice date. Keeping those details clear makes it easier to match the bill, payment and receipt later.
Use the same logo, colors, font and currency on both documents. Docelf supports USD, EUR, GBP, CAD and AUD. Keep a contact email, phone number or website in the footer so payment questions reach the right person.
A supporting service summary or warranty can be an attached PDF or image. Once you've checked the receipt, email it directly from Docelf or download its PDF. For Docelf emails, the document history shows delivery and opening information.
More Receipt Layouts for Your Payment Record
Browse the remaining receipt previews for layout ideas. Use your own purchase and payment details when creating the receipt.
Prefer a Separate Receipt File?
These receipt templates are alternatives for working in a document or spreadsheet. When preparing a file yourself, copy the correct invoice reference and check the new payment and remaining balance before sending.
Choose the Next Useful Guide
Use Invoice Templates when you need to bill a new sale. The other guides explain paid invoices, itemized receipts and the email you can send with a receipt.
Receipt and Invoice FAQs
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Is a receipt invoice one document that does both jobs?
An invoice asks for payment; a receipt confirms it. In Docelf, you can create a separate receipt from an invoice after recording a payment. A paid invoice keeps the original bill and its payment record together.
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Can I create a receipt before the invoice is fully paid?
Yes. Record the deposit or partial payment received and create a receipt for that amount. In the example, receipt R-1488 confirms $200.00 while $340.00 remains on the invoice.
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Should I replace the invoice total with the payment amount?
No. Keep the original charges and tax. Record payments separately so they reduce the balance, not the sale price. The example invoice remains $540.00 even after payments arrive.
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Do I add tax again for each receipt?
Use the tax details from the original invoice. In this example, the $40.00 tax is already included in the $540.00 total, so it is not added to the $200.00 payment again. Use the tax treatment that applies to your sale.
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Should the receipt use the invoice date?
Use the date the payment was received, which may differ from the invoice date. Receipt R-1488 uses September 18, 2026. The September 16 work-completion date identifies the job, not the payment.
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What should a receipt for the final payment show?
It should confirm only that new payment. For this example, the final $340.00 payment would bring the balance to $0.00. The invoice total would still be $540.00.
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Does Create Free Receipt find my existing invoice?
No. The button opens the standalone receipt editor. For a connected receipt, open the invoice in Docelf and create the receipt after recording the payment. A payment already recorded on that invoice does not need to be entered again.
Create a Standalone Receipt
Give the customer a receipt even when you did not bill them through Docelf.
- Identify the customer and what the payment covered
- Record the amount received and any remaining balance
- Email, print or download the standalone receipt
