An annual tax receipt names the primary profile of the user account that paid. To change the name, make the right profile primary, then regenerate the receipt from the member's Generated Documents.
Applies to Enterprise
- The purchaser on the receipt is the account’s primary profile. Change which profile is primary, and the next receipt you generate carries that name.
- Changing the profile doesn’t change a receipt already issued. Regenerate it afterwards.
- There’s one receipt per organization for each participant. A family whose children registered with two clubs gets one receipt from each club.
- Uplifter sets up annual tax receipts. They generate automatically the day after the receipt period ends.
An annual tax receipt names the primary profile of the user account that paid. To change the name, make the right profile primary, then regenerate the receipt.
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Check the current receipt
Select Users, open the member’s profile and go to Generated Documents. Select View on the receipt and check the purchaser name.
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Open the user account
Select the user account’s name to open its details.
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Make the right profile primary
Under Profiles, the Role column shows which profile is primary. Select Primary on the profile that should appear on the receipt.
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Or add the purchaser first
If their profile doesn’t exist yet, select Add person, enter their first name, last name and email, and select Save. Then select Primary on the new profile.
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Regenerate the receipt
Go back to the member’s profile and, under Generated Documents, select Generate.
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Check it
Select View and confirm the new purchaser name.
For how user accounts and profiles fit together, see User accounts and profiles explained.