Receipts and Payment Records

Proof-of-payment documents — for the books, for taxes, for your client's records, and sometimes for the law.

A receipt is the document that says "this was paid." Different jurisdictions and use-cases want different things on one — a rent receipt has different fields than a charitable donation receipt, which has different fields than a B2B sales receipt with itemized tax. The articles below clarify which to use when, what each kind of receipt has to include to be valid, and how to issue them in a way that survives an audit.