Excluding a Single Contribution from Receipting

You can easily exclude your Offline Contributions from being receipted in the DMS when adding or modifying them.

When Adding a Single Contribution

1. Visit the Contributions tab.

2. Select Add Contribution on the top right.

Select Add Contribution

3. After filling out all the necessary information, select the Contribution Details subsection to reveal it.

Fill out all the necessary fields and open the Contribution Details section

4. Use the following checkboxes, depending on the type of Contribution:

• If the Contribution is not eligible for a Tax Receipt (non-charitable gift): Select the checkbox on Exclude from Tax Receipting. You will not be able to issue a Tax Receipt for this Contribution and will be marked as ineligible.
• If the Contribution is eligible for a Tax Receipt AND has already been issued a Tax Receipt externally: Select the checkbox on Contribution Receipted and fill in the Receipt Number issued. You will not be able to issue a Tax Receipt for this Contribution in the DMS.

Select Exclude from Tax Receipting OR Contribution Receipted

5. When ready, select Save.

6. Regardless of using the Exclude from Tax Receipting or Contribution Receipted fields, under the same Contribution’s Detail Page, you will see the Not Eligible For Receipt flag at the top, instead of Issue Tax Receipt.

The Contribution will then not be eligible for receipts