Delete a transaction linked to a tax receipt

Springly offers you a service for issuing tax receipts for your donations, memberships, events, and online stores. We explain how to activate them in this article.

If a transaction has been entered incorrectly or the tax receipt contains an error, however small, it must be canceled. What do you need to do?

This article explains how to cancel a transaction.

• Cancel a credit card transaction
• Cancel an offline transaction (cheque, cash or other)
• View canceled tax receipts

Cancel a credit card transaction

It is not possible to cancel or refund a transaction paid for online (by credit card) that has issued a tax receipt.

On a transaction paid online with a tax receipt issued, if you click on one of the Delete All or Refund All buttons, a message will explain that this action is not possible.

In this case, here's how to proceed to correct the shot :

• "Cancel" the tax receipt by sending an e-mail/letter (important to have a written trace), to inform the donor that the receipt has been canceled;
• Issue a new tax receipt (by adding a donation and its payment manually). This new tax receipt will then have a new number.

A tax receipt must have a unique receipt number, so you cannot reuse the number of a tax receipt that has been canceled.

You also have 2 impacts:

• From a cash flow point of view, you'll need to make the reimbursement by a means external to the software (check, bank transfer, etc.);
• From an accounting point of view, you will have to make a "credit note" on the donation (here is an example). article on how to enter a credit note).

To know how to refund an online payment that has not issued any tax receipt, click here.

Cancel an offline transaction (check, cash, or other)

On the relevant transaction sheet, you can delete it by clicking on the Delete All button on the right-hand side of your page.

The following message appears on your screen:

When you delete the transaction, the tax receipt will not be deleted, but archived with a note "Cancelled".

Once your action has been confirmed :

• The transaction will be deleted from the list of registrants;
• The accounting entry relating to this sale will be automatically deleted;
• The tax receipt previously linked to the transaction is updated with "Cancelled";
• The transaction is deleted from the donation/membership/purchases section of the linked member's profile;
• An email is sent to the member linked to the transaction explaining that the tax receipt is no longer available.

IA user can't deletea transaction, only an administrator can do so.

View canceled tax receipts

Tax receipts can be found in the menu Settings > Tax receipt: click on "View issued tax receipts.

This takes you to the summary page of your issued, valid, and canceled tax receipts. By clicking on "More filters", you can filter by status and display canceled tax receipts only.