Payment receipt
For businesses that receive a payment against open invoices and want to confirm exactly how it was applied. One customer payment often covers several invoices, or only part of one; this receipt lists each invoice with the amount applied and shows any leftover credit.
- Fields
- 56
- Pages
- 2
- Paper
- Letter
Fill it online without an account. The blank PDF is free to download and works in any PDF reader. Downloading a filled copy from the editor needs a free account — 3 downloads a month, no watermark. See plans
Reviewed
Before you start
What you need to fill it in
- The customer's name and account number
- The total payment received, date, method and reference
- The invoice numbers, dates and amounts being paid
- How much of the payment to apply to each invoice
What's inside
56 fields, ready to fill
- 35Typed answersnames, addresses, descriptions
- 9Dateschecked as real dates
- 10Calculatedfill themselves from other fields
- 1Choicescheckboxes, options, dropdowns
- 1Signaturessignature and initials
6 required — the editor counts down how many are left while you fill.
Instructions
How to fill out the Payment receipt
- 1
Record the payment
Enter the customer, payment date, total amount received, method and check or transaction number.
- 2
Apply to invoices
List each invoice the payment covers with its date, open amount and the amount applied. Total applied adds up.
- 3
Check unapplied credit
Unapplied credit is the payment minus total applied. A positive number is a credit on the customer's account; it should not be negative.
- 4
Send confirmation
Sign and email the receipt to the customer's accounts payable contact.
Fill it online
What filling it looks like
- Edit & fill, Invite to sign and Create form are three modes of the same editor
- Amounts are formula fields: they calculate as you type
- The field navigator counts what's left and jumps to the next field
Shown with our invoice template. Sample content; names are fictional.
Written for: Any
This is a general-purpose template. Check that its terms and fields match your situation and any rules that apply where you use it before you rely on it.
Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.
Payment receipt: questions people ask
What if the customer underpaid an invoice?
Apply what was received. The invoice stays open for the difference, and the line shows the open amount versus what was applied.
What should I do with an unapplied credit?
Apply it to the customer's next invoice or refund it, as agreed with the customer, and note which on the receipt.
Is this the same as a statement?
No. A statement lists all activity for a period. This receipt confirms one payment and how it was applied.
Should I send a receipt for bank transfers?
It is optional but helpful, especially when the payment covers several invoices or arrives without a remittance note.
Ready when you are
Fill the Payment receipt now — no account to start.