When trying to process billing but getting error message:
*NEW [Contact Name] > has a tax receipt in 2024″
“*NEW” = a new service has been added
“Has tax receipt” = tax receipt has already been created for the year this new service has been added
Error Explanation:
You are receiving this error because you’re attempting to create a new invoice for the 2024 tax year, but the income tax receipt for 2024 has already been generated. Once a tax receipt is created, the system prevents further invoicing for that tax year to maintain accurate reporting.
How to Proceed: #
Option 1: Void and Reprocess the Tax Receipts #
If the charges must be included in the 2024 records:
- Void the affected families’ 2024 income tax receipts.
- Process the necessary invoices for the missing charges.
- Reissue the 2024 income tax receipts to reflect the updated invoice amounts.
This ensures the charges appear correctly on the 2024 tax documentation.
Option 2: Invoice Without Affecting 2024 Tax Receipts #
If you prefer not to reissue tax receipts, but still need to charge the families:
- Delete the original service entries that were not invoiced.
- Create a manual invoice for the December fees.
- Date the invoice in January 2025 so that it falls in the next tax year and doesn’t affect the already issued 2024 tax receipts.