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AudienceView Documentation

Deleting a Tax Receipt

If you manually generated a tax receipt or reissued one, you can delete the receipt if you have the appropriate permissions. You can delete receipts with a status of New. For more information, refer to Manually Generating a Tax Receipt. If the receipt has a status of Printed, you cannot delete the receipt. For more information, refer to Voiding and Reissuing a Tax Receipt to void or reissue the receipt instead.

To delete a receipt, complete the following:

  1. Open the Customer Services application, from the AudienceView Desktop.
  2. Select the Orders tab.
    The Orders|Search page appears.
  3. Search for and select the order that you want to work with. For more information, refer to Searching for an Order.
    The Order|Summary page appears.
  4. Select the Gifts tab.
    The Order|Gifts page appears.
  5. If there are multiple gifts on the order, select the gift you want to work with, from the gifts section.
  6. In the gift receipts section, select the 'del?' check box next to the receipts you want to delete. If this check box is not available, refer to Voiding and Reissuing a Tax Receipt.
  7. Click 'Apply'.
    A window confirms that the application updated the order.
  8. Click 'OK'.