Void a Donor's PDF Receipt

There may be a situation that requires you to void a receipt so you can generate a new one for a donor. Some reasons are:

• Incorrect information - If the donor's name or address are incorrect, this could be a reason to void the original receipt so that a new one can be reissued with the correction information.

• Refunds - If the donor needs a gift to be refunded, then it would be appropriate to void the receipt.

See Tax Requirements for Receipts for more information on government requirements for non-profit organizations.

Void a PDF receipt

1. Go to Setup > Receipt Manager.

2. On the Receipts list page, click Manage.

3. On the Find Receipt page, enter information:

   • First Name of constituent

   • Last Name of constituent

   • Receipt Number range

   • Date when the receipt was issued

4. Click Search.

5. When the search results page displays, click Void from the Actions column of the receipt.

6. On the confirmation pop-up, click OK.