Partner DMS Donation & Receipt correction

Partner DMS Donation & Receipt correction

Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will walk you through correcting donation and receipts.​
Donation and Receipt correction and replacement in Silent Partner DMS
Hosted by  Penny Rolinski
About this webinar Everyone makes mistakes! In this webinar you’ll learn how to decide which steps you need to take, and then how to replace receipts, correct receipts, and reverse donations. ​ What you’ll learn You’ll learn the best way to correct a donation entry or receipt how to reverse or correct a donation entry how to replace receipts how to correct receipts Register now!

    • Related Articles

    • Partner DMS Receipting in the Desktop

      Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will show you what you need. ​ Receipting in Silent Partner DMS Hosted by  Penny Rolinski About this webinar Whether you are new to processing ...

    • Receipt Correction Process

      The receipt correction process allows you to choose between replacing a receipt or correcting a receipt, and whether or not to include "Cancels and Replaces" on the new receipt. If you are on version 5.23 or earlier, please update your Silent Partner ...

    • Tracking Correction Receipts in the Receipt Log Report

      Silent Partner v.5.35 or higher will now use the Receipt Log report to keep track of correction receipts issued via the Print Correction function in the tax receipting area: Any receipts issued via the Print Correction function (correcting the Donor ...

    • Common receipt correction questions and solutions

      These are some of the most commonly asked support questions about receipting. “The name/address is wrong on a donor’s receipt. How do I fix this?” Solution https://support.silentpartnersoftware.com/portal/en/kb/articles/new-receip “I receipted one ...

    • Silent Partner DMS - The Basics

      Whether you are new to receipting in Silent Partner DMS, or are just looking for a refresher, this webinar will walk you through the basics of using the desktop. Silent Partner DMS I - The Basics Hosted by Penny Rolinski About this webinar Learn how ...
    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.



      Contact Us
      1-877-399-4645
      support@societ.com