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home/Knowledge Base/Receipting/Deleting a Receipt

Deleting a Receipt

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How to Void (Delete) a Receipt

Note: If a section 18A certificate has already been issued for a receipt the receipt cannot be deleted. 

In the event that you have duplicated or captured a receipt in error, the receipt can be deleted.

Note: a receipt cannot be deleted if a section 18A tax certificate has been issued for that receipt, you must delete the certificate first and then continue to void the receipt. 

Deleting a Receipt - Receipts Page

Once you have finished deleting your Section 18A Certificate you can now proceed to delete your receipt.

  1. Click on the receipts page
  2. Search for the Donor
  3. Click on the delete icon
Deleting a Receipt - Receipts Page 2

Specify a reason for deleting the certificate and press the Void button.

Deleting a Receipt - Reason for Void

Once you have voided the receipt you will notice that the receipt number will be missing from the list of receipts.

Deleting a Receipt - Receipt Deleted

However, if you would like to view a list of your deleted receipts, you can tick the “Revoked Receipts” box and click on the “Apply Filters” button.

Deleting a Receipt - Applying Filters

Once you have done this you can see a list of all your revoked receipts.

Deleting a Receipt - Finding deleted receipts

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Receipting
  • Deleting a Receipt
  • Uploading donation receipts via CSV
  • Searching for Receipts
  • Viewing all Receipts for a Donor
  • Receipt Types
  • Managing Your Message Templates
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KB Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
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  • Section 18A Certificates
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Receipting
  • Deleting a Receipt
  • Generating a Combined (Batch) Section 18A Tax Certificate from Multiple Receipts
  • Creating a New Receipt
  • Managing Your Message Templates
  • Generating Financial (Receipt) Reports
  • Generating a Section 18A Tax Certificate
  • How to list and view deleted receipts
  • Modifying an existing receipt
  • How to setup the CSV uploader settings
  • Receipt Types
  • Uploading donation receipts via CSV
  • Searching for Receipts
  • Viewing all Receipts for a Donor
All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

  Creating a New Receipt

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