Receipts

Receipts provides access to payment confirmations and receipt documents for all payments made on your account.

Overview

Receipts enable you to:

• View payment receipts
• Download receipt documents
• Track payment confirmations
• Access payment history
• Export for records

Accessing Receipts

Navigate to Receipts from the portal main menu.

Receipt List

Viewing Receipts

Receipts

Filter: [All Receipts ▼] [Date Range ▼] [Payment Method ▼]

┌────────────────────────────────────────────────────────────────┐
│ Receipt      │ Date      │ Invoice(s)   │ Amount    │ Method   │
├────────────────────────────────────────────────────────────────┤
│ RCP-2026-0015│ Jan 5     │ INV-2025-0014│ $6,875.00 │ Card     │
│ RCP-2025-0189│ Dec 20    │ Multiple (3) │ $8,234.56 │ ACH      │
│ RCP-2025-0167│ Dec 5     │ INV-2025-0010│ $4,567.89 │ Card     │
│ RCP-2025-0145│ Nov 25    │ INV-2025-0005│ $12,345.00│ Wire     │
│ RCP-2025-0123│ Nov 10    │ Multiple (2) │ $5,678.90 │ Card     │
└────────────────────────────────────────────────────────────────┘

Year-to-Date Payments: $45,678.90

Receipt Details

Viewing Receipt

Receipt: RCP-2026-0015

Payment Receipt

Date: January 5, 2026
Receipt Number: RCP-2026-0015

Payment Details:
├─ Amount Paid: $6,875.00
├─ Payment Method: Credit Card
├─ Card: Visa ****1234
├─ Authorization: AUTH-789456
└─ Transaction ID: TXN-2026-0015

Applied To:
┌────────────────────────────────────────────────────────────┐
│ Invoice       │ Invoice Date │ Invoice Total │ Applied    │
├────────────────────────────────────────────────────────────┤
│ INV-2025-0014 │ Dec 10, 2025│ $6,875.00     │ $6,875.00  │
└────────────────────────────────────────────────────────────┘

Billed To:
Acme Corporation
123 Business Park Drive
Chicago, IL 60601

Thank you for your payment!

[Download PDF] [Print] [Email Copy]

Multiple Invoice Payment

Receipt: RCP-2025-0189

Payment Receipt

Date: December 20, 2025
Receipt Number: RCP-2025-0189

Payment Details:
├─ Amount Paid: $8,234.56
├─ Payment Method: ACH Bank Transfer
├─ Bank: ****4567
├─ Reference: ACH-20251220-001
└─ Transaction ID: TXN-2025-0189

Applied To:
┌────────────────────────────────────────────────────────────┐
│ Invoice       │ Invoice Date │ Invoice Total │ Applied    │
├────────────────────────────────────────────────────────────┤
│ INV-2025-0008 │ Nov 25, 2025│ $3,456.78     │ $3,456.78  │
│ INV-2025-0009 │ Nov 28, 2025│ $2,345.67     │ $2,345.67  │
│ INV-2025-0011 │ Dec 1, 2025 │ $2,432.11     │ $2,432.11  │
├────────────────────────────────────────────────────────────┤
│ Total Applied:                              │ $8,234.56  │
└────────────────────────────────────────────────────────────┘

Receipt Actions

Available Actions

Action	Description
Download PDF	Save receipt document
Print	Print receipt
Email Copy	Send to email
View Invoice	See related invoice

Downloading Receipts

1. Open receipt details
2. Click Download PDF
3. Save to computer

Emailing Receipts

1. Click Email Copy
2. Enter email address
3. Add optional message
4. Send

Receipt Documents

Receipt PDF Content

PAYMENT RECEIPT

Company Name
123 Company Street
City, State ZIP
Phone: (555) 123-4567

═══════════════════════════════════════════════

Receipt Number: RCP-2026-0015
Receipt Date: January 5, 2026
Payment Amount: $6,875.00

═══════════════════════════════════════════════

PAYMENT INFORMATION

Method: Credit Card
Card Type: Visa
Last Four: ****1234
Authorization: AUTH-789456

═══════════════════════════════════════════════

APPLIED TO INVOICES

Invoice INV-2025-0014    $6,875.00

═══════════════════════════════════════════════

RECEIVED FROM

Acme Corporation
123 Business Park Drive
Chicago, IL 60601

═══════════════════════════════════════════════

Thank you for your payment!

Filtering Receipts

Filter Options

Filter	Options
Date Range	Custom, This month, etc.
Payment Method	Card, ACH, Wire, Check
Amount Range	Min/Max amounts

Searching

• Search by receipt number
• Search by invoice number
• Search by amount
• Search by reference

Exporting Receipts

Export Options

1. Select receipts to export
2. Click Export
3. Choose format:
   • PDF (all receipts)
   • CSV (data only)
   • Excel
4. Download file

Bulk Download

Export Receipts

Date Range: January 1 - December 31, 2025

Options:
○ Combined PDF (all receipts in one file)
○ Individual PDFs (ZIP file)
○ CSV Export (data only)
○ Excel Export

Include:
[x] Receipt details
[x] Payment information
[x] Invoice references
[ ] Transaction IDs

[Cancel] [Export]

Best Practices

Record Keeping

• Download important receipts
• Organize by date/project
• Keep for tax records
• Backup regularly

Verification

• Verify amounts match
• Check invoice applications
• Confirm payment method
• Note authorization codes

Troubleshooting

Common Issues

Receipt not found

• Check date range
• Verify payment completed
• Search by invoice
• Contact support

Cannot download

• Check browser settings
• Try different browser
• Disable popup blocker
• Contact support

Amount incorrect

• Review invoice(s)
• Check partial payments
• Verify credits applied
• Contact accounting

Related Documentation

Learn about Shipments to track your order deliveries.