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Replacement Receipt with a new Receipt # (in Canada)

You can issue a receipt to replace one that was lost or damaged after giving it to the donor. In Canada, such a replacement receipt requires a new receipt number.

To do a replacement receipt, go to the View Tax Receipts window, type the donor or envelope number then click the Replacement Receipt checkbox. (This checkbox appears only after you type a donor# or env#.) Please indicate the reason you need to issue a replacement.  For example, Original was lost. The receipt will then have a line indicating that the receipt cancels and replaces the previous one, showing what the previous receipt number was.

You also need to issue a replacement receipt when a donor finds an error on their receipt. After issuing a replacement receipt, find your copy of the original receipt and mark it Cancelled.  If you print a receipt then find an error before giving it to the donor, you can simply correct the error then reprint the receipt. In this case you do not need to issue a replacement receipt. However, you still need to mark the first receipt as Cancelled.

After giving the tax receipts to the donors, you may discover some sort of error that affects many tax receipts.  In this case you need to correct the error then print replacement receipts for all the donors affected.  These will usually be the donors whose tax receipts have a different amount from the first one. To print all of these easily, follow these steps:
1. Click the Tax Receipts icon and choose View Tax Receipts...
2. Remove the checkmark from All Donors.
3. Put a checkmark on Replacement Receipt.  It will then change to say: Replacement for all Changed Receipts and All Donors will return to being checked.
4. Make any other selections you need.
5. Click OK.
6. You will be told which donors have the same amount on the receipt and so will not get a new one.
7. All the receipts with a different amount will be shown.
8. In the menu bar, click [Print] to print them or click [Create PDF] to create a PDF of each to send them by email.




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