Issuing a replacement receipt

Replacement receipts can be issued either individually from a giving record, receipt record or en mass from a list view on the receipt object.

Giving record.

On an individual giving record you can tell an receipt has been issued by both the receipted status or the related list.

Giving record - Issue a replacement receipt

1 - Select the receipt you need to replace.

2 - Click issue new receipts

Giving record - Replacement receipts

Once the receipt has been replaced the new receipt number is in the Receipt Acknowledgement field (Red box)

The receipt related list shows the previous receipt has been voided and the replacement receipt. (Blue Box)

Replacement receipt

The replacement receipt lists the original receipt number and the replacement receipt number.

Original Receipt record

The record of the original receipt show the status as being voided (Blue box)

The related lists show the original receipt number and the replacement receipt number. (Red box)

Replacement Receipt record

The replacement receipt record show the replacement (new) receipt number (blue box) and the original receipt number (red box)