Contractor · Purchase & service guide
Contractor receipts
A contractor invoice describes work billed; a receipt records money received. Keep the project reference, scope, payment date, and paid amount clear, especially when a job is paid in stages.
Create ReceiptWhich fields to keep
Start with the business name, actual purchase date, currency, and payment method. Add the known details for this transaction:
- Project or invoice reference
- Labor and materials
- Deposit, progress payment, or final payment
Review subtotal, tax, tip, and fees
Separate labor, materials, and agreed fees as the source does. A deposit is a payment toward the job, not a second charge on top of the entire contract. Do not label an unpaid balance as money received.
Add the line amounts, subtract discounts once, and reconcile tax, tip, and fees with the amount paid. If there is a difference, review the source before adding an adjustment. An unknown amount is not the same as a confirmed zero.
Reading the numbers
An observed rate is not a statutory rate
If a receipt shows a $50 subtotal and $3 tax, $3 ÷ $50 × 100 = 6%. That is the observed proportion relative to that subtotal. This is an arithmetic example, not a recommended tax rate for this category.
A mix of taxed and untaxed items, discounts, or fees can change the base. With a zero subtotal, that percentage cannot be calculated. Preserve the documented tax; do not infer tax rules or invent a rate from one receipt.
CMR Tax Lens
Explore the observed tax percentage
Educational example only. These fields are separate from your receipts and calculate on this device.
Observed tax rate 8.25%
This is a recorded ratio, not a jurisdiction’s legal tax rate or tax advice. Item exemptions, local rules, discounts, and taxable bases can affect the percentage shown.
Store tax with the receipt in CMR Vault and check the Purchase date before exporting. No local or current tax rates are supplied.
Read tax and receipt guidance →Create or recreate this record
- Gather the available records and ask the merchant for a copy if you need its original.
- Open Create Receipt, choose the style and width, and enter only known details of a real transaction.
- Review line items and totals. Leave unknown details blank or identify them as unknown.
- Set Payment → Purchase date and review the preview before saving. A recreated record does not become a merchant-issued original.
Save and organize in CMR Vault
Create a record for each actual payment and use a consistent project reference in Vault names. The Purchase date should reflect that payment, not a future completion date.
Sign in, save to CMR Vault, and wait for confirmation. The local draft belongs to this browser; it is not a confirmed cloud copy. Check Purchase date so filters, dates, and exports agree.
Saving and organizing help →Choose CSV, XLSX, or the Expense Workbook
Use summary CSV for one row per receipt and itemized CSV for line items. Do not add a repeated receipt total as if it were another item. The XLSX CMR Expense Workbook brings together a Dashboard, receipts, line items, and summaries by month, category, merchant, and payment method. Check currency, merchant, and Purchase date before sharing; output options depend on available export access.
Read export help →Common questions
Can I turn an estimate into a paid receipt?
Only record a payment that actually occurred. An estimate or accepted quote alone does not establish payment; keep the unpaid scope separate from the amount received.
Is this receipt verified by the merchant?
No. CreateMyReceipt organizes user-entered information. For an original or payment confirmation, consult the merchant or your payment record.
Keep the details. Organize the record.
Create Receipt →CreateMyReceipt is an independent tool. These guides do not imply affiliation, sponsorship, or endorsement by any merchant. User-created records are not merchant-issued or merchant-verified originals.