Receipts
Record payments and keep receipts beside related documents
Record money in and money out, keep the payment file with each receipt, and let Enlivy issue the receipt when you mark an invoice paid with one of the payment methods you set for automatic receipts.
Record your first receiptFree account, no card needed.
LESS PAPERWORK, MORE AUTOMATION
Automatic numbering and receipts
Numbers from your own series, and receipts issued for you when an invoice you issued is paid with one of the payment methods you chose.
Every receipt takes the next number from your receipt series. With automatic receipts on, when an invoice you issued is marked paid with one of the payment methods you chose, Enlivy issues its receipt and links it to the invoice.
Search, the audit trail and your clients' access in the portal come with every receipt, with no extra setup.
- Issue the receipt for a paid invoice from the invoice itself, or upload one you received from a supplier
- Review a receipt suggested from a payment file in Document Intake before saving it
- A unique number from your own numbering series
- Link it to the invoice or contract it belongs to, and to your bank account
- A PDF you can print or send, locked once it is finalized
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Full-text search and filtering
Search by receipt number, total, or party name. Filter by direction, status, currency, date range, or linked invoice.
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Soft delete and restore
Deleted receipts stay in the trash for 30 days and can be restored in that time; after that, the receipt and its file are removed for good.
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Audit trail on every change
Every create, update, delete, and restore is recorded automatically, so you always know who changed what, and when.
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Changes from your team
When a teammate adds or deletes a receipt, the receipt list you have open picks up the change without a reload.
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Customer portal
Customers can view and download the receipts they are party to, straight from their portal: read only, no manual sharing needed.
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Tags
Tag any receipt to group payments by client, project, or period, and filter across large volumes in one click.
Payment records should not live in your inbox
Proof of payment scattered across inboxes and drives, and a cashflow view built on invoice dates instead of real money.
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Proof of payment left in email
Without Enlivy: A client says they paid. You search your inbox for the bank confirmation and find three emails, none of them the right one.
With Enlivy: Attach the payment file and link the receipt to its invoice when there is one, so the records are easier to find together.
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Cashflow based on invoices, not payments
Without Enlivy: An invoice sent is not money received, and an invoice paid is not money spent. A cashflow view based on invoice dates is approximate at best.
With Enlivy: Cashflow is built from real payment records, so your numbers reflect the money that actually moved.
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Supplier receipts spread across folders
Without Enlivy: Vendor PDFs in Downloads, some in Drive, some forwarded to accounting. Finding what you paid last quarter means checking each one.
With Enlivy: Every supplier receipt lives in one place, searchable by vendor, period, or amount.
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No single view of money in and out
Without Enlivy: Client payments in one tool, supplier payments in another, payroll somewhere else. Nothing shows everything that moved.
With Enlivy: Receipts you issued and received sit in one list, and cashflow shows money in and out for any period you choose.
How receipts work in Enlivy
From logging a payment to seeing it in your cashflow, in three steps.
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Log the receipt
Create a receipt with the parties, direction, amount and dates. Attach the proof of payment if you have it; without one, the receipt is still complete and counts in your cashflow.
- Choose the direction: Outbound for a receipt you issued (money in), Inbound for one you received (money out)
- Enter amount, discount, tax, and currency
- Set issued, due, and paid dates
- Attach the receipt file if you have it
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Link it to the right document
Link the receipt to an existing invoice or contract. The link keeps the documents together but does not change the invoice status, so mark the invoice paid as well.
- Link to an invoice: see the receipt next to the invoice it pays
- Link to a contract: keep the receipt with the agreement it relates to
- Customers can view and download their receipts from the portal
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See it in your cashflow
Every receipt feeds into Enlivy's cashflow analytics automatically, with no export and no spreadsheet. Outbound receipts count as money in; inbound receipts count as money out.
- Money in and money out totals always current
- Monthly cashflow history built from actual payment records
- Filter by direction, status, currency, date range, or linked invoice
RECEIPT NUMBERING
Receipt numbers in order, never duplicated
Every formal receipt needs a clean, sequential number, and tax authorities care how that series is built.
Create your own receipt numbering series, each with its own prefix. Each new receipt then takes the next number from its series.
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Your own series:
set up one or more numbering series and pick a default for new receipts.
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Sequential and reliable:
numbers are assigned in order and never duplicated, even when several people issue receipts at once, and a series can never be set back to a number already issued.
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Yearly reset:
the series can start fresh each calendar year, matching common fiscal requirements.
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Familiar
it mirrors how Enlivy already handles invoice numbering, so it works the way you expect.
AUTOMATIC RECEIPTS
From paid invoice to issued receipt
Tell Enlivy to issue a receipt when an invoice you issued is marked paid with one of your chosen payment methods, with no extra clicks and nothing to forget.
The receipt is linked to its invoice, and your customers can download it from the portal.
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One switch:
turn on automatic receipts and Enlivy takes it from there.
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Your chosen methods:
trigger it for cash and card payments, for example, while leaving others manual.
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Fully automatic:
once a default receipt series is set, Enlivy generates the receipt, numbers it from that series, and links it to the invoice.
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One per invoice:
an invoice that already has a receipt never gets a second one, and a zero-total invoice gets none.
REVIEW BEFORE SAVING
Turn a payment file into a reviewed receipt
Document Intake can suggest receipt details from a payment file. Check the party, payment and tax context in the destination form before saving the record.
THE PAYMENT LEDGER
Cashflow based on what actually happened
An invoice sent is not money received. An invoice paid is not money spent. Receipts gives you a payment ledger grounded in actual payment events, in both directions, so your cashflow view is accurate, not approximate.
- Paid status at a glance
See which invoices have a recorded payment without logging into your bank.
- Proof attached where it belongs
Attach the payment proof to the exact record it settles.
- Money in and money out
Track supplier and vendor payments with the same structure as client receipts.
- One current view
See money in and money out together, always up to date.
- Self-service for customers
Give customers access to their own payment records, with no manual sharing.
- Fully audited
Every create, update, and delete is recorded, so nothing is lost or unaccountable.
Works together with
- Invoices Issue an invoice and email it to your client. A card payment goes to your own Stripe account and the invoice is marked paid. A bank transfer you mark paid yourself.
- Document Intake Drop a supplier invoice or a receipt. With your own AI key, Enlivy fills in the form for you to check and save.
- Network Exchanges Network Exchanges turns each invoice you issue into an e-invoice in the EU standard (EN 16931), ready to download. Where Enlivy is connected to a national e-invoicing system, today Romania's, it also sends and receives them for you.
- Taxes Give a product or invoice line a tax class, and Enlivy applies the rate that fits the customer's status and location. For companies based in 32 European countries, Enlivy keeps ready-made classes up to date.
- Payslips Your accountant works out the figures, and you record each amount in Enlivy on its own line, under your country's payroll code. Enlivy checks that the lines match the payslip's totals.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.