What does invoice-to-receipt conversion do?
Invoice-to-receipt conversion creates a new receipt from a saved invoice.
It is useful after you have confirmed that the client’s payment was received.
The conversion keeps the original charge available while creating a separate record of the payment.
When should I create a receipt?
Create a receipt after you have confirmed that payment was received.
A receipt records the completed payment. It should not be used to request money that is still unpaid.
Before creating the receipt, confirm:
- the payment was received;
- the amount paid;
- the payment date;
- the payment method or reference, where relevant;
- whether the payment covered the full invoice.
Who can create a receipt from an invoice?
Invoice-to-receipt conversion is an IRQDocs Pro feature.
To use it, you need:
- a signed-in IRQDocs account;
- an active Pro subscription;
- a saved invoice.
Creating, previewing and downloading a receipt is available without an account.
Saving and converting the invoice requires the relevant signed-in account features.
Open the saved invoice
Sign in and open the Dashboard.
Find the saved invoice you want to use.
You can use the Dashboard search and sorting controls when you have several saved documents.
Open the invoice or use its available document actions.
- Sign in
- Open Dashboard
- Find the saved invoice
Select Create receipt
Open the invoice’s document actions and select “Create receipt”.
On wider screens, the action is available with the other invoice actions.
On smaller screens, it is available in the invoice’s “More” menu.
IRQDocs checks that conversion is available for the account before continuing.
Confirm the conversion
IRQDocs asks: “Create a receipt from this invoice?”
The confirmation explains that a new receipt will be created from the selected invoice.
It also confirms that:
- the original invoice is not modified;
- any existing share link for the invoice still works.
Select “Create receipt” in the confirmation dialog to continue.
After successful conversion, IRQDocs displays “Receipt created from invoice”.
The new receipt then opens in the editor.
What gets copied to the receipt?
IRQDocs uses the saved invoice as the starting point for the new receipt.
The following information can carry across:
- business name and contact details;
- business address and country;
- business tax identifier;
- business logo;
- client type and client details;
- currency;
- template theme;
- line-item descriptions;
- quantities;
- prices;
- tax rates;
- discount;
- payment information;
- notes.
The receipt totals are calculated from the copied line items, tax and discount.
Saved Business profile values may fill empty fields, but they do not replace information already stored on the invoice.
What changes on the new receipt?
The converted document is a new receipt, so some information changes.
The new receipt receives
- document type: Receipt;
- its own receipt number;
- today’s date;
- Draft status;
- an empty share-link state.
The invoice value that is cleared
- the invoice payment due date.
Where possible, IRQDocs keeps the numeric suffix from the invoice number.
For example:
INV-014 → REC-014
If that receipt number already exists, IRQDocs uses the next available document number instead.
What happens to the original invoice?
The original invoice remains unchanged.
It keeps:
- its invoice number;
- its original invoice date;
- its payment due date;
- its saved details;
- its Draft or Shared status;
- its existing share link, when one has been created.
The invoice and receipt remain separate records in the Dashboard.
This preserves the original payment request while giving you a new record of the completed payment.
Review the new receipt
The new receipt opens in the editor after conversion.
Before downloading or sharing it, check:
- receipt number;
- receipt date;
- business details;
- client details;
- line-item descriptions;
- quantities and prices;
- tax rates;
- discount;
- total amount;
- payment details;
- payment method or reference, where relevant;
- notes.
Change anything needed so the receipt accurately reflects the payment received.
If you are unsure which document to use, compare invoices, quotes and receipts. For the detail expected on the original charge, see what an invoice should include.
What if Create receipt is unavailable?
Check the following:
- you are signed in;
- the document is saved as an invoice;
- your account has Pro access;
- your email or account requirements are complete;
- the invoice still exists in your Dashboard.
Free users who select the conversion action are shown the relevant Pro information.
What should I do next?
Once the receipt is correct, you can:
- continue editing it;
- download an A4 PDF;
- create a read-only share link;
- return to it through the Dashboard;
- keep the original invoice as a separate record.
The receipt remains separate from the original invoice throughout the workflow. If you started from an accepted quote, see how to convert a quote into an invoice.
Invoice and receipt at a glance
Original invoice
- remains an Invoice;
- keeps its number and dates;
- keeps its status;
- keeps any existing share link;
- remains available in the Dashboard.
New receipt
- is created as a separate document;
- receives a receipt number;
- uses the conversion date;
- begins as Draft;
- has no share link until you create one;
- opens for review and editing.