How to Correct a Multi-Donation Receipt
How to Correct a Multi-Donation Receipt
There are 3 scenarios in a multi-donation receipt correction:
1. The easiest is a donation is missing. Just create a new donation and receipt it.
2. An incorrect donation is included in the receipt and needs to be reduced.
a. Create a negative batch to offset all the donations within the original receipt, effectively cancelling it out, and produce a negative receipt.
b. Re-enter all the donations in a batch including the wrong donation with the corrected amount and produce a new receipt.
Instruct the client to take back the incorrect receipt (if possible), write void on the negative receipt and staple the two together and file.
3. A PAC derived receipt. Instead of generating a negative donation batch cancelling out all the monthly donations in a year, produce a negative receipt for the receipt amount and then produce a new receipt for the new corrected amount.
*** VERY IMPORTANT *** Always post and receipt the negative donations FIRST before posting the corrections and receipting them after. If you post both at the same time the positives and equal amount negatives will cancel each other out and an incorrect receipt will be produced.
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