Editing Official Receipts (section)

= Cancel and Reissue Receipts =

Occasionally it will be necessary to re-issue a Receipt. The donor may have lost the original Receipt or it may have been issued in the wrong name. Or it may be necessary to cancel a Receipt (e.g. the donor does not live in Ontario or has asked for the donation to be split into two Receipts).

#Locate the PDF for the original Receipt to be cancelled or replaced and rename it with a suffix of "Lost" or "Cancelled".
#Use the &lt;Donations - Find Donations&gt; menu option.
#Enter the last name and select "Previous Year" in the Date Range
#View the donation for which a receipt is to be re-issued. If the Receipt was an aggregate Receipt, you need only view any one of the donations included.
#Confirm that this is the correct donation and click on the [Tax Receipt] button.
#Confirm again that this is the correct Receipt.
##To re-issue a lost Receipt, select "Lost" in the "Change Status" box, check the box for "Cancel and Re-Issue Current Tax Receipt?" and click on the button [Re-issue Tax Receipt/Change Status].
##To re-issue a Receipt for any other reason, select "Cancelled" in the "Change Status" box, check the box for "Cancel and Re-Issue Current Tax Receipt?" and click on the button [Re-issue Tax Receipt/Change Status].
##To Cancel the Receipt without issuing a new one, select "Cancelled" in the "Change Status" box and click on the button [Re-issue Tax Receipt/Change Status].
#If the Receipt is being re-issued, save it as above and send it to the donor. This Receipt will have a note printed on it indicating it is a replacement for the original receipt.

Note: If the Receipt is to be re-issued to a different name and/or address or for a different amount, cancel the original receipt before changing the details, then issue a new Receipt for the donation(s). It may be possible to change the details '''before''' doing a Cancel and Re-issue, but this would need to be tested.