Issuing a Corrected Tax Receipt
Donor Management System
If you issue a Tax Receipt with any mistakes, you can easily fix the mistake, void the receipt and reissue a corrected Tax Receipt through the DMS.
1. Visit the Contributions Tab
2. Search for the Contribution of whose Tax Receipt you'd like to void
3. Click on Contribution's Amount
4. On the next page, select Edit on the top-right
5. Under Contribution Amount, change the amount to the correct amount and Save (here we are changing $500 to $50).
6. On the next screen, click the new Contribution Amount on the Contacts Contribution Page.
7. Then, select Manage Receipt.
8. On the next screen, select Void Receipt. Note: Once voided, the receipt will display the Cancels and Replaces Receipt No. field.
9. After that, select Replace Receipt.
10. Now when viewing Contribution Details or the Tax Receipt, the Receipt number and Cancelled Receipt number will Display.
Contribution Details
Tax Receipt PDF
Reporting and Double Counting
Don't worry! The DMS prevents any wrong Receipt and Contribution from being double-counted on your Reports:
- Contributions that have their Status as Cancelled will be filtered out from your Reports.
- You can also filter them manually by Contribution Status.
Donor Management System