Transaction Management
Issuing refunds, canceling tickets, and managing your payments from your dashboard.
- Transaction receipts, invoicing and invoices in Zeffy.
- How do I resend a confirmation email, tax receipt, or e-ticket?
- Manual payment or registration entries to log cash, check or other offline payments
- Delete a manually entered payment
- Change a ticket type or an order for a buyer
- How can I issue complimentary or free items in Zeffy?
- How can I add a note to a transaction?
- Help Guide: Editing Payment Records in Zeffy
- My donor made a payment with the wrong name/email – how do I fix it?
Refunds and Cancellations
Tax receipts
- Are Zeffy's tax receipts CRA and IRS compliant?
- How do I set up automatic tax receipts?
- How can I set up partial tax receipts?
- Edit or cancel a tax receipt
- How can I generate a manual tax receipt?
- Generate a tax receipt for an in kind donation
- Everything you need to know about advantage amounts
- Your Zeffy Tax Guide
- Edit the signature on your tax receipt
- Can I customize the receipts issued by Zeffy?
- When do monthly donors receive tax receipts?
- Canadian extension of 2024 charitable donations to February 28, 2025