How to Track Receipts

Receipts become critical when you face a dispute or audit. Build a lightweight tracking workflow that fits small businesses and landlords.

When to use this

• You collect rent or tuition payments and need to reconcile deposits.
• You accept cash at events and want records for bookkeeping.
• You are preparing year-end taxes and want proof of every sale.

How to do it (fast)

1. Assign a sequential receipt number every time you accept payment, even for cash.
2. Log the transaction in a spreadsheet or ledger the same day, attaching scans or photos when possible.
3. Store the signed receipt PDFs in a folder organized by month or client for quick retrieval.

Why this helps

• Sequential tracking makes it easy to spot missing deposits.
• Signed receipts protect you when customers claim they never paid.
• Organized records speed up reporting for taxes or court filings.

Related tools

• Receipt Book
• ReceiptCourt
• Bank Summary Ledger

Not legal advice. Courts set their own rules. Keep your original records.