How to Cancel an Invalid Tax Receipt
Sometimes a receipt is issued and it becomes invalid. If, for example, the donation amount was incorrectly entered, the receipt needs to be cancelled and a new receipt issued.
Find the receipt to be cancelled.
The electronic receipt document will be located in the folder where it was saved. Move it into a folder called “Cancelled Receipts.” If you keep paper copies of receipts, you should also find the paper copy of the invalid receipt, mark the paper copy “Cancelled,” and store it in a separate paper folder.
Enter the donation correctly.
Search to find the donation that you need to cancel and create a copy to save time entering the correct donation.
- Select the invalid donation, then click Duplicate. Sumac makes an exact copy of the old donation record.
- Open the duplicate and make the necessary changes to correct the errors in the original, invalid donation record.
- Save the newly entered donation and Create a receipt for the new donation.
It is a good idea to add a Note in the new donation record to specify that this donation record was created to replace an old receipt.
Cancel the incorrect receipt.
Find the old, invalid donation record, and double-click to open it.
- In the Receipt Numbering area of the donation record, put a checkmark next to “Cancelled Receipt.”
- When prompted, confirm this cancellation.
- You may choose to clear the Receipt's Issue Date, or the Receiptable Amount fields from this donation record.
- Sumac also prompts you to enter a Note on this donation record to explain the reason for cancelling this
- Fill in the new receipt number in the incorrect donation's Notes field here.
Notice that Sumac creates a note for you that identifies the username of the person who cancelled the donation, as well as the date this was done. Sumac also marks that this receipt is "replaced by receipt number ###."
Click OK and notice that Sumac filled all of that information into the Notes field of this donation record.
Click OK to save this change. The cancelled donation appears in grey.
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