A clearly named PDF is easier to archive than a confirmation hidden inside an email thread or account dashboard.
Capture complete details
Make totals, dates, and reference numbers visible before conversion.
- Open the final confirmation
- Expand hidden details
- Create and review the PDF
Use consistent names
A predictable naming system keeps records searchable.
- Date — merchant — order number
- Trip date — destination — booking type
Protect private data
Receipts may include addresses and account fragments. Store them privately and redact details before public sharing.
- Limit access
- Share only with the intended recipient