Voiding a Single Tax Receipt

Sometimes, after issuing a Tax Receipt, you may find for various reasons that you need to void the receipt. The DMS allows you to easily void a tax receipt with the click of a button. 

But to fully void your Tax Receipt (and avoid double-counting the corresponding Contribution in your reports), you'll need to:

1. Void the Tax Receipt, and
2. Change the Contribution's Contribution Status to 'Cancelled'

Step 1: Voiding a Single Tax Receipt

1. Visit the Contributions Tab

2. Search for the Contribution you whose Tax Receipt you'd like to void

Search for the specific receipted Contribution

3. Click on  Contribution's Amount

Contribution Amount

4. On the next page, select Manage Receipt on the top-right

 Manage Receipt 

5. On the next screen, you'll see more details about the receipted Contribution

Additional  information about the already receipted Contribution

6. Select Void Tax Receipt on the bottom-right. Note: your Contact won’t be notified even if Email had previously been selected.

Void Tax Receipt

7. You can then download a copy of the Voided Tax Receipt by selecting Print as the Delivery Method and then Print Duplicate Tax Receipt.

Receipt Status will change to 'Cancelled'

8. The tax receipt when viewed will now display a 'CANCELLED' watermark.

Cancelled Tax Receipt

Step 2: Changing the Contribution Status to Cancelled

After voiding the Tax Receipt, you'll need change the corresponding Contribution's Contribution Status to 'Cancelled' to avoid double-counting this Contribution in your DMS reports.

1. Visit the Contributions Tab and search for the Contribution you wish to modify

2. Select the Contribution’s Amount to see its Details

Select Contribution Amount

3. On the Contribution Details page, select Edit on the top right corner of the screen

Edit Contribution 

4. Under Contribution Status, change the status from Completed to Cancelled and Save.

Update Contribution Status

What's Next?

Now that you've voided the incorrect tax receipt and cancelled the incorrect Contribution, learn how to issue a corrected receipt.