Services & customer payments
Turn a payment log into customer receipts. Include the service description and payment reference so each file is easy to match to your records.
FROM SPREADSHEET TO RECEIPT
Turn your Excel or CSV payment records into polished PDF receipts. Add your branding, connect your columns, and give every payment a paper trail.
Editable layout Excel & CSV PDF export
See the spreadsheet structureBrand design services
Thank you for your business.
One row. One receipt.
Your branding, your layout.
Ready to export as PDF.
A SIMPLE WORKFLOW
Keep your payment data in a spreadsheet.
Let one reusable layout handle the receipts.
Open the editable receipt layout. Add your business details, logo, and brand colors.
Open receipt templateUpload Excel or CSV with one payment per row. Map the customer, date, amount, and other fields.
Explore the columnsCheck the details for each record, then export consistent PDF receipts for your customers.
One layout for the whole batchSTART WITH THE RIGHT COLUMNS
Use this sample receipt spreadsheet as your starting point. Replace the example payments with your own, then link the columns in the editor.
Download sample CSV3 example payments · Opens in Excel or Google Sheets
Give each payment its own row and receipt number. Include a currency with amounts, and use YYYY-MM-DD for dates to keep them unambiguous.
| Column | Example / purpose |
|---|---|
| Receipt Number | REC-001A unique reference for each payment. |
| Customer Name | Mia ChenThe person or business that paid. |
| Payment Date | 2026-09-01The date the payment was received. |
| Item / Service | Brand design servicesWhat the payment covers. |
| Amount Paid | $480.00The amount actually received. |
| Payment Method | Bank transferCash, card, transfer, or another method. |
| Balance | $0.00The remaining amount, if any. |
BUILT AROUND YOUR PAYMENTS
Turn a payment log into customer receipts. Include the service description and payment reference so each file is easy to match to your records.
Create a receipt for each attendee from your registration export. Add the event name, payer, payment date, and amount received.
Document the rental period or deposit in the description. Keep the amount paid and remaining balance separate for a clear payment record.
GOOD TO KNOW
From your first receipt to your next batch.
Read the LinkoPDF guideOpen the receipt template in LinkoPDF, upload your Excel or CSV file, and link each spreadsheet column to the matching receipt field. Preview the records, then export your PDF receipts. The sample CSV on this page gives you a starting structure.
Yes. Use one row per payment and a unique receipt number for each row. LinkoPDF can use the same layout for the batch, replacing the customer, payment date, description, and amounts for each record. Export limits depend on your plan.
Yes. The template opens as an editable layout. Replace the business name and contact details, add your logo, adjust fonts and colors, and change the fields to match your payment records.
Yes. Include the payment method and describe what was paid for, such as a rental period, a service, or an event registration. For partial payments, enter the amount received and the remaining balance in separate columns. Supply the final amounts in your spreadsheet.
An invoice requests payment for goods or services. A receipt records a payment already received. Use a receipt number, payment date, and amount paid to distinguish the receipt from the original invoice.
No. LinkoPDF creates documents from the data you provide. It does not process transactions or verify that a payment was received. Check your payment records before issuing a receipt.
YOUR NEXT BATCH STARTS HERE
Make your receipt template once. Put it to work with every row.