Delete a Transaction Linked to a Tax Receipt

Springly provides a tax receipt issuance service for your Donation Campaigns, Membership Campaigns, Events, and Product Sales. Learn how to enable it in this article.

If a transaction was entered incorrectly, or if a tax receipt contains any error — however minor — it must be voided. So what should you do?

This article walks you through the steps to properly void a transaction.

• Void a donation that generated a tax receipt
• Void an offline transaction: checks, cash, or other payment methods
• View voided tax receipts

Void a donation that generated a tax receipt

A transaction tied to a donation for which a tax receipt has been issued cannot be deleted. Follow these steps instead:

1. Issue a credit note for the donation: On the transaction details, click "Refund All." If the payment was made online by credit card and you have funds in your online account, you can refund the donor directly online.
2. Notify the donor in writing (email or letter) that their tax receipt is void. Keep a record of this notification.
3. Refund offline: If the donor made a donation offline, you can refund them using your preferred method (check, bank transfer, etc.).

The donation is refunded and the corresponding tax receipt is marked "Voided".

Every tax receipt has a unique number: the number of a voided tax receipt cannot be reused.

If the donation needs to be recorded again with the correct information, add a new donation and its payment. The new tax receipt will be assigned a new number.

Void an offline transaction: checks, cash, or other payment methods

On the relevant transaction record, you can delete it by clicking the Delete all button on the right side of the page.

A confirmation dialog will appear, with Cancel and Continue buttons.

When you delete the transaction, the tax receipt will not be deleted — it will be archived and marked "Voided" on the copy.

Once you confirm the action:

• The transaction will be removed from the Registrants list;
• The book entry associated with this sale will be automatically deleted;
• The tax receipt previously linked to the transaction will be updated with the "Voided" status;
• The transaction will be removed from the donation/membership/purchases section of the related member's profile;
• An email will be sent to the member associated with the transaction, notifying them that the tax receipt is no longer available.

End-users cannot delete a transaction on their own — only an Administrator can do so.

View voided tax receipts

Tax receipts can be found under the Settings > Tax Receipts and Invoices menu: click the View button next to the line "View tax receipts issued by the platform on behalf of your organization".

This brings you to a summary page showing all your issued tax receipts — both valid and voided. By clicking "+ filters", you can filter by status to display only voided tax receipts.

Learn more:

• Set up tax receipt, invoice, and payment receipt issuance
• Track and export issued tax receipts, invoices, and payment receipts
• Delete a manually recorded purchase
• Tax receipts and invoices: frequently asked questions