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Transaction Management

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

Refund a sale and cancel tickets

Issue a refund for a donation or reimburse a purchase

How can I cancel or edit my donor's monthly donation?

Issuing refunds: How they work and what happens when you issue a refund

Voluntary contribution refunds on Zeffy

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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?

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