Receipt Correction Process: version 5.23 or earlier
Version 5.24 uses a new receipt correction interface. If you are using version 5.24 or higher, please refer to
this article.
To process a receipt correction, launch the Receipt Correction Wizard by clicking the Print Donor’s Receipts menu bar button, or tap the F12 key.
Reversing a Receipt
Highlight the donor who’s receipt you need to reverse, then click on the second red RCT button, or use the CTRL-F7 key combination.
At the bottom right corner of the Receipt Correction dialogue, open the Type of correction drop-down menu to choose the type of correction.
Silent Partner confirms the following information:
· Name/Address
· Donor (Reassign to a different donor)
· Date/Year
· Amount
In this case a $200 donation is being corrected to $250.
A confirmation dialogue box will appear asking for a confirmation of the change.
A second and final confirmation message is generated. Click
Y
es to confirm and proceed with the change and Correction.
The wizard will generate a -$200 receipt cancelling receipt #10011 and a $250 receipt #10011.
Reversed Receipt
New Receipt
Please note: a new receipt number is generated, and the old receipt number is no longer valid. The old receipt must be shredded/destroyed.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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