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home/Knowledge Base/Receipting/Modifying an existing receipt

Modifying an existing receipt

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How to edit a receipt:

In the event that you captured the information wrong on the receipt and just need to change it, you can simply do the following.

  1. Click on receipts in the main menu bar.
  2. After opening the receipts menu, use the search bar to locate the required receipt.
  3. Click on the edit icon in the manage column to modify the receipt.

A receipt cannot be modified once a Section 18A certificate has been issued on it.

Changing a donor on a receipt

To edit your donor click on the cross icon to delted the current donor and search for the correct donor’s name.

Once all of your edits have been completed and the information id now correct, click on the “update receipt” option once changes have been made.

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Receipting
  • Modifying an existing 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
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users
Receipting
  • Modifying an existing receipt
  • Generating a Combined (Batch) Section 18A Tax Certificate from Multiple Receipts
  • Creating a New Receipt
  • Deleting a Receipt
  • Managing Your Message Templates
  • Generating Financial (Receipt) Reports
  • Generating a Section 18A Tax Certificate
  • How to list and view deleted receipts
  • 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
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

  How to list and view deleted receipts

How to setup the CSV uploader settings  

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