Editing Issued Receipts

Learn how to make changes to a tax receipt that has already been issued.

Once a tax receipt has been issued, it cannot be directly edited due to CRA requirements.

• The cancelled receipt is retained, but stamped with “CANCELLED”.
  • This will appear automatically to the donor when an e-receipt is re-downloaded.
• The replacement receipt will show the cancelled receipt number to denote which one it replaces.

Step 1. Cancel the Original Receipt #

1. Go to Giving > Receipts > View Issued Receipts.
2. Find and select the receipt you need to modify.
3. Note down the receipt number (this will be used in step 4).
4. Select Cancel Receipt, then confirm. The receipt will be cancelled. When viewing the receipt, a “CANCELLED” stamp will appear over the receipt.

Step 2. Fix the receipt contents #

To fix incorrect information listed on the receipt (e.g., address was updated), find the contact, then update the contact information.

Creating a Correcting Batch #

If there was an incorrect amount listed on the receipt, you will need to create a correcting batch.

1. Go to Giving > Gift Entry.
2. Create a new batch and mark it as a Correcting Batch.
3. Enter a negative amount to negate the original incorrect gift.
4. Enter a new positive entry with the correct information (name, amount, designation, etc.).
5. Post the correcting batch.

Step 3. Re-issue the Receipt #

Go through the receipt generation process to issue a new receipt with the corrected information.

Note down the re-issued receipt number (this will be used in the next step).

Step 4. Record the replacement receipt. #

1. Go to Giving > Receipts > Record Replacement Receipt.
2. Enter the original and replacement receipt numbers.
3. Confirm the correct original and replacement receipts are found. The replacement receipt will now note the receipt number that it replaces.

If the donor already received the original receipt, send them the corrected receipt with an explanation.