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.
Articles and tools in this topic
Receipt vs Invoice: When You Send Each
An invoice asks for payment; a receipt confirms it. Practical examples of when both belong on the same engagement.
Cash Receipts: When You're Required to Issue One
IRS Form 8300 for cash transactions over $10,000, state rent-receipt rules, AML/BSA reporting, and what every cash receipt has to include.
How Long to Keep Invoices and Receipts
IRS, CRA, and HMRC retention rules side-by-side, plus a digital storage system that satisfies all three jurisdictions.
Invoice vs Bill vs Statement
How payment requests, customer bills, statements, and receipts fit together in one account history.
How to Write a Receipt
The fields a receipt needs to be valid, when you're legally required to issue one, and how it differs from an invoice.
Collecting a W-9 and Issuing a 1099-NEC
The January 31 deadline, the $600 vs new $2,000 threshold, NEC vs MISC, and why you collect the W-9 up front.
Year-End Bookkeeping Checklist for Freelancers
Reconcile income, organize expenses, line up 1099s, and set aside taxes so April is a hand-off, not a reconstruction.
Making Tax Digital: Invoice Records for UK Sole Traders
How invoices, receipts, PDFs, and bookkeeping entries fit into digital recordkeeping for MTD.
Receipt Maker
Issueable's receipt generator — clean, paid-in-full receipts with line items and tax breakdowns.
Rental Receipts
Landlord-specific rent receipts that satisfy state-by-state retention rules.
Tax-Deductible Donation Receipts: IRS Requirements
The $250 threshold, quid pro quo language, in-kind rules, and receipts vs giving statements.
Sale of Goods Receipts
Itemized product receipts with sales tax, resale-certificate notes, and the return policy.
Need an invoice right now?
Free watermarked preview. $0.99 for the clean PDF. Twelve professional themes. No subscription required for one-off documents.
Create your invoice