Voiding and reissuing a receipt

Receipts can be voided either manually or automatically. A receipt number can only be voided once and should any replacement receipts be issued for the same receiptable record then the replacement receipt will be related back to the original receipt number. Additionally the replacement receipt will have language the states this is a replacement receipt.

Manually voiding receipt

  1. Pull up the receipt record that you want to void.
  2. Verify the status is receipted. Which means it is eligible to be voided.
  3. Click Void Receipt.

When a receipt is voided the status in the field Receipted Status will be changed to Voided.

Automatically voiding receipt

Receipts will be automatically voided by the receipt package if one of the following changes on the receiptable record that impacts the accuracy of the receipt such as:

  1. Changing the receipt contact.
  2. Changing the amount on the receiptable record.
  3. Changing/updating the benefit value, which will change the receiptable amount.
  4. Changing the status of the receiptable record from a paid/closed won stage to any other status.

When a receipt is voided the status in the field Receipted Status will be changed to Voided.

Reissuing a receipt

When a receipt is voided, as long as it continues to meet all the Ready to Print requirements the record will be eligible to have a replacement receipt issued either from the list view or from the individual record directly following the normal process to generate a receipt.