Just got paid for my latest project, but I’m stumped on the receipt part. How do you guys handle this without coming across as unprofessional? I’ve been winging it so far, but I feel like there’s probably a better way.
Always worried I’m missing some crucial detail that’ll make me look amateur hour. Any seasoned freelancers care to share their process?
I just scribble down what they paid on a scrap of paper and hand it over. Never had any complaints. As long as the customer’s happy, that’s what counts, right?
I’ve been there, trust me. When I started out, I’d just scribble down payment details on whatever paper I had handy. Not ideal.
Now I use a basic Word template. It’s got my business name at the top, space for the client’s info, what the payment’s for, and the amount. I print two copies - one for them, one for me.
For bigger clients or when I’m feeling extra professional, I use an online invoice maker. There are free ones out there that look pretty slick.
The key is to keep it simple but consistent. As long as you’ve got the important info down - who paid what and when - you’re covered.
Oh, and definitely keep digital copies. I learned that the hard way when tax season rolled around and I was digging through shoeboxes of paper receipts. Not fun.
Been there, done that with the receipt struggle. Here’s what I do now:
I use a super basic Google Sheets template. Nothing fancy, just the essentials:
My name and contact info
Client details
Project description
Amount paid
Date
I save it as a PDF and email it over. Takes like 2 minutes tops.
Pro tip: Set up a folder in your email just for receipts. Drag and drop those bad boys in there as you send them. Come tax time, you’ll thank yourself.
Don’t sweat it too much. As long as you’re keeping track and the client has something to show they paid you, you’re golden. No need to overcomplicate things.
Look, receipts don’t need to be fancy. I use a basic template with my company name, client info, job description, and payment details. Print it out, sign it, and hand it over. Or email a PDF if that’s how you work.
Keep it simple. All that matters is the client has proof they paid and you have a record. Don’t waste time trying to make it look fancy. As long as the info’s there, you’re covered.
Just make sure you keep copies for yourself. Makes tax time a lot easier when you’ve got everything organized.