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An invoice asks for money; a receipt says you got it. Copy the free receipt template below for any service job, whether the customer paid in cash, by check, by Zelle or by card, and mark it paid in full or show what is still owed. When writing them by hand gets old, Workeey sends the receipt from the paid invoice.
Free to download, with no sign-up and no email. Open the Word file to type over the brackets, or the Excel file to swap in your own lines — the totals follow. Prefer paper? Print the blank PDF and fill it in by pen.
Change anything, pick a style, and download the PDF — free, no sign-up. What you type isn't sent to Workeey. The PDF is made in your browser.
A receipt is the customer's proof that they paid, and your proof of what they paid for. Write it so someone who was not there can read it: a spouse going through the bills, a landlord paying a tenant back, an accountant in April. That means your business details at the top, the customer's name and address, and a receipt number of its own that you never reuse.
The most useful line on any receipt is the one that ties it to the bill it settles. Write the invoice number on it, so nobody wonders whether $353 was for the March visit or the April one. Then say how the money came in, and be specific: a check number, cash handed over at the door, the day a Zelle transfer arrived. Finish with either PAID IN FULL or the balance still due, and the name or initials of whoever took the payment.
Paste these lines into any document, or copy them into a carbon receipt book you keep in the truck. Swap the brackets for your own details and cross out whatever doesn't fit the job. A cash receipt and a check receipt use the same template; only the payment line changes.
If the customer paid only part of the bill, replace the last line with the amount received and the balance still owed, and treat the invoice as open until the rest arrives.
Here is the template filled in for a simple repair visit that the customer settled in cash at the door. Every name and price is made up. The receipt repeats the invoice's lines so the customer can match one paper to the other, and in this example only the parts are taxed; check how it works where you do business.
| Qty | Price | Amount | |
|---|---|---|---|
| Service call | 1 | $75.00 | $75.00 |
| Labor: diagnose, repair and test | 2 hrs | $85.00 / hr | $170.00 |
| Replacement parts | 1 lot | $64.50 | $64.50 |
| Disposal of old parts | 1 | $40.00 | $40.00 |
| Subtotal | $349.50 | ||
| Sales tax 6% on parts ($64.50) | $3.87 | ||
| Total paid | $353.37 |
This receipt settles invoice #1001 in full. The customer paid $353.37 in cash on the day of the visit, so the payment line names cash and the date it changed hands.
Write one every time money changes hands without a bank in the middle. Cash and paper checks leave the weakest trail, so they need the strongest receipt. A card or bank payment already leaves a record on both sides, but customers still like a receipt that names the work, and some will ask for one to pass to whoever is paying them back.
Number your receipts in order and keep the carbon or a copy of every one, including the ones that look too small to matter. A year from now, a copy of each receipt next to the invoice it settled is how you answer a customer who says they already paid, and it hands your accountant a clean list. What you need to keep, and for how long, is a question for your accountant.
In Workeey, the receipt comes from the invoice, so you never retype the lines. Once an invoice is marked paid, its menu shows Send receipt, and Workeey emails your customer a receipt for that invoice. The receipt PDF says PAID IN FULL with the date and drops your pay link and your bank or Zelle details, since there is nothing left to pay; you can share it or download it from your phone.
When a customer pays through the pay link in the invoice email, by card, Apple Pay, Google Pay or US bank once you connect Stripe, or when your connected bank matches the deposit, the invoice marks itself paid and the receipt emails itself. Cash, checks and Zelle are on you: mark the invoice paid, then tap Send receipt. Invoicing is free and unlimited on the free plan, with a small processing fee on online payments; see pricing for the rest.
An invoice is the bill: it says what is owed and by when. A receipt comes after and says what was paid, when and how. Most jobs need both, and the receipt should name the invoice it settles. Our free invoice template covers the first half.
It is a receipt that says the bill is settled, with nothing left owing. Write PAID IN FULL on it with the date and the amount, so the customer has proof the account is closed.
Yes. Write the amount received, the date and how it was paid, then the balance still owed and when it is due. When the rest comes in, write a second receipt that lists the earlier payment and ends with PAID IN FULL.
Cash leaves no record of its own, so a receipt is the only proof for either of you. Write it on the spot, give the customer the original, and keep a copy for your records. Whether your state requires one is a question for your accountant.