After a tax receipt has been generated using Utilities, you can void or reissue the receipt.
Receipts generated via the Utilities - Pledge|Tax Receipts page will have have a 'Status' of Printed.
Receipts generated via the Customer Services - Order|Gifts page will have a 'Status' of New.
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Hint
Voiding or reissuing tax receipts can cause extra work for accounting departments in the event of an audit.
You should only void or reissue tax receipts when it is absolutely necessary.
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Select one of the titles below for more information about:
You can void a receipt if a tax receipt number has been generated.
Voiding a receipt will set the receipt status to Voided and will not generate a new tax receipt.
To void a receipt:
1.Open Customer Services, from the Desktop.
2.Select the Order tab.
The Order|Search page appears.
3.Search for and select the order that you want to work with.
The Order|Summary page appears.
4.Select the Gifts tab.
The Order|Gifts page appears.
5.Select the gift you want to work generate a receipt for.
6.Select the check box next to the receipts you want to void.
If you manually generated a tax receipt but not a tax receipt number, delete the tax receipt instead.
7.Click 'Void Selected'.
The status of the receipt is changed to Voided.
8.Click 'Apply'.
A window confirms that the order was updated.
9.Click 'OK'.
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You can reissue the tax receipt if a tax receipt number has been generated.
Reissuing a receipt will void the original receipt and generate a new one.
The status of the voided receipt is set to Voided and the new receipt is set to New.
To reissue a receipt:
1.Open Customer Services from the Desktop.
2.Select the Order tab.
The Order|Search page appears.
3.Search for and select the order that you want to work with.
The Order|Summary page appears.
4.Select the Gifts tab.
The Order|Gifts page appears.
5.Select the gift you want to generate a new receipt for.
6.Select the check box(es) next to the receipt(s) you want to void and reissue
7.Click 'Reissue Selected'.
The existing receipt is voided and a new one is created.
The new receipt has a 'Status' of New and the old one has a 'Status' of Void.
8.Click 'Apply'.
A window confirms that the order was updated.
9.Click 'OK'.
A new tax receipt number will need to be generated.
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