How to Configure Single Entity Tax Receipt Numbers

This a step-by-step guide for System Administrators and organizations that do not have multiple entities to configure their Tax Receipt Number. This means your organization only has one prefix for your tax receipts. Some reasons an organization may want to do this is so they can set their receipt number if they data migrate receipts from an external source or if a data import failed and they need to roll back their numbers.

Chantelle Ng
6 steps
34 seconds

Salesforce

Cascadiareceipting

Permissions & Alerts

Permissions Needed: - Cascadia Receipting User - View Setup and Configuration - Customize Application

Important considerations: - This configuration should only be done by a System Administrator - Never delete a tax receipt that has been issued to a donor. [Void the receipt record](https://scribehow.com/viewer/Void_and_Replace_a_Tax_Receipts__zeHhp91eSwqIn6S3xPYhSA) instead. - Make sure you don't have any duplicate tax receipt numbers. - If your organization has multiple entities, please reference this guide for configuring receipt numbers.

Guide

Navigate to Setup > Custom Settings > Cascadia Receipting Settings

Click "Manage"

Click "Edit"

Edit the "Receipt Count" field. The number input here will dictate the Receipt Number of the **next** receipt record.

For example, if accidentally imported incomplete receipt data and you’ve deleted the incorrect receipt records, you will need to roll back the receipt numbering. If the most recent receipt number from before the import is CR-0001399, enter 1400 in the "Receipt Count" field here. This ensures that the next receipt generated will continue sequentially as CR-0001400.

Save

You've configured your receipt number!