Connect every receipt to the payment
Record the payment date, amount, method and transaction reference. Where the payment relates to an invoice, include its number so both records are easy to reconcile.
PAYMENT RECEIPTS · KENYA
Create a professional payment receipt
Record an invoice payment, print a receipt and show the customer exactly how much was received and what balance remains.
Handle deposits and instalments clearly
A partial-payment receipt should confirm the amount received without changing the original invoice total. Show the cumulative payments and remaining balance.
Use accurate payment references
For M-Pesa, bank transfer or cheque payments, record the actual transaction reference after confirming receipt. Never mark a payment as received solely from a customer screenshot.
Understand the document type
A payment receipt acknowledges money received. It is not automatically a tax invoice and does not replace any electronic tax-invoice obligation that applies to the transaction.
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Review a completed example
Each PDF uses fictional details. Replace every example field and confirm the document fits your transaction before use.
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