In April 2020, Vega released a new section in the Admin Financial Settings called Receipt Settings. There are 2 parts to this section: Next Receipt Number, and the ability to control whether a payment is marked as being receipted using the document tag 'Tax Receipt'.
This can be accessed from Admin > Financial Settings > Receipt Settings
Next Receipt Number
Vega issues receipt numbers consecutively. This number box allows an Administrator to change/set the next receipt number issued. If you make a change, Vega will continue to issue receipt numbers consecutively from the new number.
Please beware when using this feature - your receipt numbers should be unique; you don't want to reuse/reissue an in-use/already issued receipt number.
- Mark payments as receipted only when a document with the tag 'Tax Receipt' is sent
For more details on Document Tags, please see this article.
The 'Tax Receipt' document tag can be used like any other document tag. However, managing it is critical if the: 'Mark payments as receipted only when a document with the tag 'Tax Receipt' is sent' box is checked.
By turning on this setting, all receipt documents MUST have a tag of 'Tax Receipt'. If the document sent in acknowledgement of a payment does not have this tag, then a receipt number will not be generated and the payment will not be flagged as receipted and it will be included in all annual receipt queries.
This setting does allow you to send acknowledgement documents (without the tax receipt tag) in response to a donation but will ensure the payments are still included in the annual receipt generator.
Next, Payment Form Settings
Comments
0 comments
Please sign in to leave a comment.