Receipt Settings

The Receipt Settings section allows administrators to control how receipt numbers are generated and when payments are considered officially receipted.

Navigate to:

Admin > Financial Settings > Receipt Settings

The Receipt Settings page contains two options:

• Next Receipt Number
• Mark payments as receipted only when a document with the tag 'Tax Receipt' is sent

Next Receipt Number

Vega automatically assigns receipt numbers in sequential order as receipts are generated.

The Next Receipt Number field allows an Administrator to specify the next receipt number that Vega will use. After updating this value, all future receipts will continue numbering consecutively from the new number.

When would you use this?

This setting is useful if you are:

• migrating to Vega from another system
• aligning receipt numbering with your organisation's existing records
• continuing a previously established receipt sequence

Important: Receipt numbers should always be unique. Before changing this value, ensure the number has not already been used. Reusing receipt numbers may result in duplicate receipts and inconsistencies in your financial records.

Mark payments as receipted only when a document with the tag 'Tax Receipt' is sent

This setting gives you greater control over when a payment is officially marked as receipted.

When enabled, Vega will only:

• generate a receipt number, and
• mark the payment as Receipted

after a document containing the Tax Receipt document tag has been sent.

If a payment acknowledgement or other document is sent without the Tax Receipt tag:

• no receipt number will be generated
• the payment will not be marked as receipted
• the payment will continue to appear in annual receipt queries and receipt generation processes

This is useful if your organisation sends an acknowledgement immediately after receiving a donation but prefers to issue an official tax receipt at a later date (for example, during annual receipting).

Important

If this setting is enabled, every document intended to be an official tax receipt must include the Tax Receipt document tag.

Documents sent without this tag will not be treated as tax receipts by Vega.

For more information about document tags, see the Document Tags help article.

Tips

• Leave this setting disabled if every payment acknowledgement you send should also act as the official tax receipt.
• Enable this setting if you want to send acknowledgements immediately but issue official tax receipts separately, such as at the end of the financial year.

Next, Payment Form Settings

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”