Method of Payment: It’s helpful to be able to look up what payment method they used. Invoice Numbers Paid, if Applicable: If a payment you’ve received is for multiple invoices, make sure to include all the invoice numbers you’re applying the payment to on the receipt. Receipt Number: This is particularly helpful if you have recurring payments from clients that are the same dollar amount, or are receiving large payments for multiple invoices. Tax Information: Your client may be able to claim taxes back from their purchase in B2B transactions. Summary of Purchases: Can either be formatted in a similar way to your invoices, or summarized if you’re making a collection receipt. If you use client numbers, including them will also make it easier to cross reference receipts with CRM information.ĭate of Payment: You’ll be able to track the length of time between invoicing and payment, and your client will have a record of when you received payment for their own accounting purposes. ![]() Your Client’s Contact Info and Client Number: Avoid sending the receipt to the wrong person. ![]() a client decides they want to reorder something from you. ![]() Your Company Logo and Details: Make it easy to get in touch with you, if fx. The word “Receipt” clearly and in bold: If you’re sending a receipt to a client with a lot of invoices to pay, it can be easy for them to mistake the receipt template for an invoice template and make a second payment by mistake.
0 Comments
Leave a Reply. |