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A payment receipt generator that makes receipts for you

Record a payment on an invoice and the receipt is ready straight away. Your client can download it from their invoice link, so you stop typing receipts and answering requests for proof.

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Payment receipts in CIPHER CRM

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    Businesses trust us to grow

    192+ CIPHER teams

  • 31

    Industries served

    CIPHER CRM

  • 4.8/5.0

    Average rating

    192+ CIPHER teams

The payment receipt generator in CIPHER CRM makes a PDF receipt the moment your team records a payment on an 🧾 invoice, with nothing to type.

Staff download it from the 🧾 invoice, and clients get it themselves from the public 🧾 invoice link.

Refunds paid back from a credit note get their own receipt too, so every amount that comes in or goes out has proof behind it. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Book a Free Demo See all 92 features
Definition

What is a payment receipt generator?

A payment receipt is a document that proves a customer paid you a set amount on a set date. A payment receipt generator makes that document for you instead of you writing it. In CIPHER CRM the receipt is created the moment a payment is recorded, so there is nothing to fill in twice.

In CIPHER CRM, recording a payment also produces its receipt. When someone on your team logs a payment against an invoice, with its amount, date and payment mode, a PDF receipt for that payment is ready to download. Your client does not need to ask for it. The public link for the invoice lists every payment with a downloadable receipt beside each one, and clients who use the customer portal find the same receipts next to their payment history. When you pay a customer back from a credit note, that refund gets its own receipt as well, so money going out is documented just like money coming in. The invoice PDF also includes the full payment history. CIPHER CRM, by CIPHER Craft Pvt. Ltd., is rated 4.8 out of 5 and used by 192+ businesses.

Payment receipts in CIPHER CRM
The problem

What happens without payment receipts

A customer asks for a receipt for last month's payment, and someone has to build one from scratch in a word processor.

Receipts are typed and numbered by hand, so the amounts on them do not always match what was recorded.

Clients email again and again for proof of payment because they have nowhere to find it themselves.

Refunds go out with no paperwork at all, and months later nobody can show what was paid back.

Only the person who made a receipt knows which folder they saved it in.

What slips without Payment receipts
Capabilities

What you can do with payment receipts

  • A receipt for every payment

    Each payment recorded on an invoice gets its own PDF receipt, with no extra step and no form to fill in.

    invoice payment tracking

  • Download it from the invoice

    Your team can open the invoice and download the receipt for any payment on it whenever a customer asks.

  • Clients help themselves

    The public invoice link lists every payment with a downloadable receipt, so clients get proof of payment without emailing you.

    online proposal acceptance

  • Receipts in the portal

    Customers who sign in to their portal see their payment history with receipts ready to download.

    client billing portal

  • Refund receipts as well

    When you pay a customer back from a credit note, that refund gets its own downloadable receipt.

    customer refund tracking

  • Full history on the invoice PDF

    The invoice PDF carries the complete payment history, so one document shows every payment made against it.

    invoice pdf generator
Why CIPHER

Why payment receipts are better in CIPHER

In most CRMs a receipt is something you make yourself after the fact. We make it at the same moment the payment is recorded.

  • No second round of typing

    The receipt comes from the payment record itself, so the amount, date and mode on it are the ones your team entered.

  • Self-serve for clients

    Receipts sit on the public invoice link and in the portal, which means fewer "can you send me proof" messages.

  • Money out is covered

    Refund receipts mean paying a customer back leaves the same clear paper trail as getting paid.

  • Nothing to buy

    Receipts come with invoicing for every user in every plan, with no setup of their own.

How it works

How payment receipts work in CIPHER CRM

  1. Record the payment

    Add the payment to the invoice with its amount, date and payment mode.

  2. The receipt is ready

    CIPHER CRM creates a PDF receipt for that payment straight away.

  3. Download it or let the client

    Download it from the invoice yourself, or let the client pick it up from the invoice link or their portal.

  4. Refunds follow the same path

    Record a refund on a credit note and its receipt is created in the same way.

In action

Payment receipts in action, by industry

Education

A coaching center records a term fee, and that evening the parent downloads the receipt from the invoice link without calling the office.

Beauty & Wellness

A salon client who paid for a treatment package in two parts downloads a separate receipt for each payment from the portal.

Veterinary

A vet practice hands pet owners a receipt for each payment on a long treatment bill, pulled straight from the invoice.

Sports & Fitness

A gym records an annual membership payment, and months later the member finds the receipt again on the invoice link for their own records.

Insurance

An insurance broker's office records a client's fee and points them to the invoice link, where the receipt is already waiting.

Compare

Payment receipts: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Making a receipt Created automatically for each payment Typed up by hand Often a manual export
Matching the payment Taken from the payment record itself Copied across and easy to mistype Depends on setup
Client access On the invoice link and in the portal Emailed on request Sometimes a paid portal add-on
Refunds Refund receipts from credit notes Usually none Rarely covered
Finding an old receipt On the invoice, next to its payment Somewhere in a folder Search through old exports
Payment receipts

See payment receipts in action

Every payment you record gets its own PDF receipt that your team and your client can download. Any receipt is a couple of clicks away, for you and for the client.

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Why it's worth it

What payment receipts change for your business

See how CIPHER CRM solves this

Proof of payment on demand

Any receipt is a couple of clicks away, for you and for the client.

Fewer admin emails

Clients fetch their own receipts, so your team spends less time answering the same request.

Receipts you can trust

Because each receipt comes from the recorded payment, its figures match your records.

A clean trail in both directions

Payments in and refunds out are both documented, which helps when anyone asks questions later.

Ready when you are

See payment receipts on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Payment receipts frequently asked questions

FAQ

Payment receipts - your questions answered

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Does CIPHER CRM create payment receipts automatically?

Yes. Every time your team records a payment against an invoice, CIPHER CRM creates a PDF receipt for it. There is no separate form to fill in, and the receipt shows the same amount, date and payment mode that were entered on the payment.

Can my client download their own receipt?

Yes. The public link for each invoice lists every payment with a downloadable receipt beside it, and clients who use the customer portal can download receipts from their payment history. Most clients can find proof of payment without having to ask you for it.

Do refunds get a receipt?

Yes. When you pay a customer back from a credit note, CIPHER CRM creates a refund receipt for that amount. It downloads like any payment receipt, so money you return is documented as clearly as money you receive. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is there one receipt per invoice or per payment?

One per payment. If an invoice is paid in three parts, you get three receipts, one for each payment. The invoice PDF also includes the full payment history, which is handy when a client wants a single document that shows everything.

What format are the receipts in?

Receipts are PDF files, so they open on almost any device and are easy to save, print or forward. Your team downloads them from the invoice, and clients download them from the invoice link or from their portal. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Do I need to set anything up to get receipts?

No. Receipts are part of invoicing in CIPHER CRM for every user and every plan, so there is no extra module to buy. As soon as you start recording payments against invoices, the receipts appear, with nothing extra to switch on or configure.

Glossary

Payment receipts terms, defined

  • Payment receipt

    A document that confirms a customer paid a stated amount on a stated date.

  • Refund receipt

    A document that confirms you paid money back to a customer from a credit note.

  • Public invoice link

    A private web address for one invoice that your client opens without signing in, showing its status and payments.

For your industry

See payment receipts in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

We're here to help

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On the call we map out your sales stages, answer whatever you want to ask, and show you exactly how your team would work day to day.

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