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” scheduled service
Error Explanation:
You are receiving this error because you are attempting to create a new invoice for a previous tax year (for example, 2024), for which an income tax receipt has already been generated.
Once an income tax receipt has been created for a tax year, the system prevents additional invoices from being generated for that same tax year. This safeguard helps ensure the accuracy and integrity of tax reporting and prevents discrepancies between invoiced amounts and issued tax receipts.
How to Proceed: #
Option 1: Void and Reprocess the Tax Receipts #
If the charges must be included in the previous tax year (example: 2024) records:
- Void the affected families’ previous tax year (example: 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 (current tax year) so that it falls in the next tax year and doesn’t affect the already issued 2024 (previous tax year) tax receipts.