Manage your business for free. More than 15,000 users are already using it. Join taclia.
Volver

How to make a quick and easy payment receipt

5/7/2022
EN ESTE ARTÍCULO ENCONTRARÁS
Introducción
Cómo configurar reservas con taclia

Los payment receipts they are a way of being clear that a product or service has been paid for, but, sometimes, it is tricky do them due to lack of time or because, simply, we have forgotten our notebook in the office.

One of the most used options today to issue payment receipts to patrons Is to do it in a way foxglove. Using a template, making payment receipts becomes a simple and quick task, in addition to being able to send it to the customer by email or, better yet, to WhatsApp.

What is a payment receipt and what is it for?

Un payment receipt It is a document used to prove that a product or service has been paid for. This receipt is issued by the company that provides the service or product and is addressed to the customer.

In many cases, the invoice is first issued and, when the customer pays, the payment receipt. It serves to confirm to the customer that their payment has been made correctly. Los patrons They usually request payment receipts to have a proof of payment, so in case of confusion, you have a document that certifies that you have made the payment after receiving the product or service.

Basically, through payment receipts, the company Acknowledge that you have received an amount of money in exchange for offering a service or product to the customer. This recognition by the company is important, since payment receipts are not signed by the customer, They are signed by the company to offer it to the consumer when the consumer has paid.

What is the difference between a receipt and an invoice?

The main difference between the invoice and the payment receipt lies in the moment when the company issues it to the customer and for what purpose, since the invoice It has a tax nature. That's why the bills include Information that payment receipts do not, such as the tax rate that applies and details about the supplier, among others.

La invoice it is a more elaborate document and convoluted Because it has tax objectives. It not only serves to justify a sale or to provide information about it, but it does so and then pay the corresponding taxes. El receipt It is issued after payment, the bill before. Los receipts they are usually issued after making a purchase or receiving a service and what they do is confirm that it has been paid.

Example to differentiate between payment receipt and invoice

If we want to reform the climate system in our house, the operators will provide us with a invoice to let us know how much this service will cost us in addition to others details that include invoices. On the other hand, if we dine at a restaurant they will give us a receipt as proof that we have paid for our dinner, the same when we buy a product in a clothing store.

What fields should a payment receipt include?

There are no established criteria for making a payment receipt and questions generally arise from What should a payment receipt include and how it can be done in a clear and simple way. We explain to you what Information you can include in your payment receipts:

  • It indicates that it is a proof of payment, so that the customer is not confused
  • Tax data, Company name and name Of issuer From the receipt
  • Place and date of the transaction
  • “I received from the Lord the amount of...”
  • Name and date of the receiver

How to make a payment receipt

Normally the payment receipts they have this structure, if you don't know well how to write the I received the model, the typical text that these receipts include, here's an example:

  • Letterhead or logo with the issuer's details on the top
  • In (city) unto (full date)
  • I received from the Lord (name of the issuer), The amount of (in €), as full payment or partial payment for the purchase/acquisition/service (specification of the work done)
  • Signature and seller ID

Billing software

For Make receipts and invoices From your mobile phone you only need to have billing software, in this way, you can take advantage of Instantaneity and velocity that gives you your smartphone for work.

Don't wait to get home or to the office To do tasks related to company accounting is one of the amenities provided by software to create invoices and budgets such as taclia.

In addition, with billing software Everything is calculated by itself and directly, without having to waste time adding concepts or calculating taxes. Time is money and that time you save doing your invoices automatically and with the help of templates you can invest it in improving your company.

Automate your billing with taclia quickly, easily and without the need for previous experience.