Excluding Contributions from Receipting

You can easily exclude your Offline Contributions from being receipted in the DMS when adding or modifying them.


When Adding a Single Contribution

1. Go to the Contributions Tab

2. Select Add Contribution on the top right

3. After filling out all the necessary information, scroll down the page and select Contribution Details

4. More fields will be revealed. Select Yes on EXCLUDE FROM TAX RECEIPTING. This will make the Contribution ineligible for Receipting

5. You can also add the EXTERNAL RECEIPT NUMBER if you’ve already receipted this Contribution externally

6. When ready, select Save or Save And New to add the Contribution

7. Under the same Contribution’s Detail Page, you will see the Not Eligible For Receipt flag at the top, instead of Issue Tax Receipt.

Note: to mark the same Contribution as eligible for Receipting again, simply Edit it and select No or “x” on EXCLUDE FROM TAX RECEIPTING


When Modifying a Single Contribution

1. Go to the Contributions Tab

2. Search for the specific Contribution you wish to exclude from Receipting

3. Select the specific Contribution Amount

4. On the Contribution Details page, select Edit on the top right

5. Next, scroll down the page and select Contribution Details

6. More fields will be revealed. Select Yes on EXCLUDE FROM TAX RECEIPTING. This will make the Contribution ineligible for Receipting

5. You can also add the EXTERNAL RECEIPT NUMBER if you’ve already receipted this Contribution externally

6. When ready, select Save or Save And New to modify the Contribution

7. Under the same Contribution’s Detail Page, you will see the Not Eligible For Receipt flag at the top, instead of Issue Tax Receipt.

Note: to mark the same Contribution as eligible for Receipting again, simply Edit it and select No or “x” on EXCLUDE FROM TAX RECEIPTING

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