Should the receipt reference the invoice?

Always. The client’s payable is keyed on the invoice number, and a receipt that does not name it cannot be matched without a phone call.

How do I show a retainer draw-down?

Retainer received, hours applied this period, balance carried forward. Three lines, on every receipt, so neither side has to reconstruct the position.

Are reimbursed expenses taxable?

A pass-through at cost is generally not part of your taxable receipts, but a marked-up expense usually is. Keep reimbursements on their own lines and label them as reimbursements.

Professional · receipt template

Consultant receipt template

Retainers, milestone payments and pass-through expenses, all paid by transfer and all going straight into a client’s accounts payable. The receipt has to close the payable, which means naming the invoice it settles.

Open this preset in the maker See every format

Free, no signup, no watermark. PDF, PNG and JPG export at the format’s real paper width.

The lines a consultant actually bills

These are the preset line items this page loads into the maker. The price bands are typical, not prescriptive — set your own. The tax column is guidance: materials are taxable in most states and service labour often is not, which is a real per-state distinction covered on the state requirements pages.

Line item	Billed by	Typical	Tax class
Consulting — standard rate	hour	$120 – $450	Labour
Monthly retainer	month	$1,500 – $15,000	Labour
Milestone payment	each	$2,000 – $20,000	Labour
Workshop facilitation	day	$1,500 – $8,000	Labour
Written report	each	$1,000 – $7,500	Labour
Travel reimbursed at cost	each	$50 – $2,000	Not a taxable sale
Subcontracted work	each	$500 – $5,000	Labour

The format this trade issues

An A5 service document that can carry the invoice reference, the period covered and a PAID IN FULL mark.

Get Receipt renders it as Freelancer invoice-receipt — A5 service invoice-receipt: letterhead, client block, billable lines, bank-transfer settlement.

The full field order, alignment grid and physical spec for that format is documented on the service invoice-receipt spec page.

Common questions

Should the receipt reference the invoice?: Always. The client’s payable is keyed on the invoice number, and a receipt that does not name it cannot be matched without a phone call.
How do I show a retainer draw-down?: Retainer received, hours applied this period, balance carried forward. Three lines, on every receipt, so neither side has to reconstruct the position.
Are reimbursed expenses taxable?: A pass-through at cost is generally not part of your taxable receipts, but a marked-up expense usually is. Keep reimbursements on their own lines and label them as reimbursements.

Card details on this receipt

Get Receipt prints at most four card digits and has no expiry field anywhere in the app. FACTA forbids printing more than the last five digits, or the expiration date at all, on a cardholder receipt — so a violating receipt is not something this tool can be made to produce, by hand or by the assistant.