Reissuing consolidated receipts

Emily Chen

Hello,

Since it is tax season, we have a lot of donors that have misplaced their receipts. This is generally simple to reissue their receipts until we get a donor that receives a consolidated receipt and has misplaced this precious piece of paper. If they have made 10 donations in the last calendar year, it is very time consuming to unackowledge, make notes, generate a new receipt number and set up a replacement receipt letter for all 10 donations. 


Is there a way to gobally make all these changes for gifts made in a calendar year from a particular donor looking for a replacement receipt for their consolidated receipt?


Your help is MUCH appreciated! Thank you!


Emily

JoAnn Strommen

What to do depends on if you're running through Acknowledge and/or Receipt function in mail.


What I did for the few requests I had was to just run them a Financial Reports, Annual Statement Report. We have our 'no goods or services' statement as a report footer and our org info as page footer.  Report lists their name, date of gift, amount, fund, receipt # (we use mail >rececipts) and receipt amount and a total.  Worked fine for me.

Melissa S Graves

Do you not keep electronic copies of your consolidated receipts that you can simply reprint?

Emily Chen

Hi Melissa,


We do keep electronic copies however, we need to reissue a new receipt number and generate a letter to say this new receipt cancels and replaces the misplaced one.

Melissa S Graves

Ah - you're in Canada. 

Emily Chen

Oh! Heh, yes. I Suppose it is different this side of the border.