How to reissue a donation receipt
There are various situations where you may need to reissue a receipt for a donation, such as correcting a mistake in the supporter's name or updating the campaign name on the receipt. Fundraise Up automatically reissues receipts when changes are made to the donation's designation or the supporter's personal information. However, if you need to reissue a receipt for a single donation without changing the designation, there is a workaround you can follow.
Steps to reissue a receipt
To reissue a receipt for a specific donation, follow these steps:
- Open Dashboard → Donations.
- Find and open the donation you want to reissue a receipt for.
- Go to the Personal information section and click Edit.
- Make a temporary change to a field, such as adding a space to the supporter’s First name.
- Save the changes and refresh the donation page.
- Edit the same field again, remove the temporary change, and save.
- Once the page reloads, download the receipt from the Receipt section.
By following these steps, you will trigger the system to generate a new receipt for the donation without changing the designation.
Important notes
- Receipt issuance date: The reissued receipt will have the new date of issuance, reflecting the date when the receipt was regenerated.
- Reissuance confirmation: The reissued receipt will include a special line confirming that it replaces any previously issued receipts:
1This receipt was reissued and replaces any previously issued receipts.
Automatic receipt reissuance
It's important to note that Fundraise Up automatically reissues receipts in the following scenarios:
- Donation designation change: If the designation of a donation is modified, a new receipt will be generated to reflect the updated campaign name.
- Supporter's personal information update: When any changes are made to the supporter's personal information, such as their name or address, a new receipt will be issued to reflect the updated details.
These automatic reissuance processes ensure that the receipts always contain the most accurate and up-to-date information.