ProDon:Cancelling, Reissuing and Reprinting Receipts

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Introduction

Once a receipt has been issued, it is possible to cancel, reissue or reprint it. These three functions can be used in different situations. For instance, when a recipt is lost, you must reissue it, when you receive a bad cheque, you must cancel the receipt and credit or cancel the transaction. When a transaction has been entered and transferred by mistake, you must also cancel the receipt and credit or cancel the transaction, etc.

CAUTION: the reprinting of receipts should not be used, to the exception of internal use.

In ProDon, it is possible to cancel, reissue and reprint receipts from two different places; the client file and "Analysis and History".

Cancelling, Reissuing and Reprinting Receipts

To cancel, reissue or reprint the receipt of a particular client, open his or her client file.

Once in the client file, go to the "Tr. received" tab.
A: The button allows you to choose whether or not the search bar should be displayed, in order to search the transaction for which the receipt must be cancelled, reissued ou reprinted.	B: Select the transaction for which the receipt must be cancelled, reissued or reprinted.
C: Click on the button.	NOTE: It is possible to cancel, reissue or reprint one receipt at a time from a client file.

By clicking on the button, these three option become available:

• Receipt cancellation
• Receipt reissuance
• Receipt reprint

Cancelling a Receipt

Most of the time, if a receipt must be cancelled, the transaction that is linked to it must also be credited or cancelled.

In the event, for example, that you receive a bad cheque; the deposit has been done, but no payment has been received. You must therefore cancel the receipt and credit the transaction. If a payment is received subsequently, a new transaction will have to be entered and a new receipt will be issued for this new transaction. It is also possible, instead of crediting the transaction, to cancel the transaction linked to the receipt, but in this case you have to make sure that the information has been sent to the accounting software.

To cancel the receipt, select the transaction of the receipt to be cancelled as explained at A and B of this section, then click on the button. After clicking on the  button, this window opens.
A: This feature allows you to cancel a receipt that has already been issued.	B: By checking this box, the status will be modified automatically to "To be issued", if this is possible, depending on ProDon's validations. For instance, it will be possiblt to reissue a receipt if a cleint has asked to never receive receipts or if the activity in question does not allow for the issuance of receipts, etc.
C: This field allows to enter the reason of the receipt cancellation.	D: After checking the desired information, click on the "
NOTE:

Cancelling, Reissuing, Reprinting Receipts from "Analysis and History"

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Document name: ProDon:Cancelling, Reissuing and Reprinting Receipts

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