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Transaction Management
Zeffy Onboarding Academy
About Zeffy
Getting started with Zeffy
Stripe Verification
Account Settings
General Form Configuration
Creating, Archiving, Deleting and Cloning a form
Customizing your form
Sharing your form
Events, Raffles, Stores & Auctions
Event form configuration
Ticket and Item Configuration
Event Management Features
Auctions
Raffles
Memberships
Online Stores
Volunteering
Donations and Campaigns
Peer-to-Peer Campaigns
Transaction Management
Refunds and Cancellations
Tax receipts
Payments and Payouts
Payouts
Bank Account
Payment methods and statuses
Tap-to-Pay
Spend Card
Contacts and Emailing
Emails
Reports and data imports
Exporting Data
Importing Data
Data Integrations
Legal & Data Privacy
Legal
Zeffy for Donors
Donor account
Monthly donations
Back to home
Help Center
Transaction Management
Zeffy Onboarding Academy
About Zeffy
Getting started with Zeffy
Stripe Verification
Account Settings
General Form Configuration
Creating, Archiving, Deleting and Cloning a form
Customizing your form
Sharing your form
Events, Raffles, Stores & Auctions
Event form configuration
Ticket and Item Configuration
Event Management Features
Auctions
Raffles
Memberships
Online Stores
Volunteering
Donations and Campaigns
Peer-to-Peer Campaigns
Transaction Management
Refunds and Cancellations
Tax receipts
Payments and Payouts
Payouts
Bank Account
Payment methods and statuses
Tap-to-Pay
Spend Card
Contacts and Emailing
Emails
Reports and data imports
Exporting Data
Importing Data
Data Integrations
Legal & Data Privacy
Legal
Zeffy for Donors
Donor account
Monthly donations
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
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
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
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