In this helpful guide, we will walk you through the process of updating and regenerating your donors' tax receipts, ensuring that you can easily send them the corrected information.
At times, donors may accidentally enter incorrect information during the checkout process, resulting in the need to update their tax receipts. This article is designed to guide you in assisting your donors with this issue.
Step-by-Step Instructions
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Log in to your Trellis account.
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From your Dashboard, click Results.
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Click All Transactions.
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Make sure the correct fundraiser is selected in the top-right dropdown.
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Use the search bar to find the specific transaction.
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Click the document icon beside the transaction to open it.
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Click Edit under the Purchaser section.
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Update any necessary details:
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Name
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Email
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Address
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Pro Tip:
Toggle "Purchase is on behalf of a company" if the tax receipt should be issued to a business name. Leave it off for personal receipts.
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Once updated, go back to Results > Tax Receipts.
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Find the matching transaction and click Regenerate.
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Choose or enter the email address where you would like the regenerated tax receipt to be sent, and then click on the Send button.
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Click Send.
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The recipient will receive a copy of the updated tax receipt and a voided version of the original one.
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Need Help?
If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.