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docs: cancel/refund flows and annual payment receipts#11

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docs/contributions-refunds-receipts
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docs: cancel/refund flows and annual payment receipts#11
Betree wants to merge 1 commit into
mainfrom
docs/contributions-refunds-receipts

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@Betree

@Betree Betree commented Jun 8, 2026

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Summary

  • Document refund vs reject vs cancel recurring contribution workflows
  • Update host refund modal details (allocation, negative balance, optional cancel/remove)
  • Document consolidated monthly and annual receipts in Payment Receipts settings

Pages

  • collectives/raising-money/rejecting-and-refunding-financial-contributions.md
  • fiscal-hosts/processing-refunds.md
  • giving-to-collectives/managing-receipts.md
  • giving-to-collectives/making-a-recurring-contribution.md

Verified against

  • opencollective-frontend: HostCancelContributionModal.tsx, HostRefundChargeModal.tsx, PaymentReceipts.tsx

Test plan

  • Read updated pages on GitBook preview
  • Confirm refund/reject/cancel paths match dashboard UI
  • Confirm annual receipt download steps

Document refund vs reject vs cancel, host refund modal allocation,
Incoming Contributions cancel flow, and consolidated annual/monthly
receipts in Payment Receipts settings.
@Betree Betree requested a review from gustavlrsn June 8, 2026 21:55
Comment on lines +35 to +44
## Download a receipt from a collective budget

You can also find your receipt by searching the Collective’s budget.
You can also find individual receipts from a collective's public budget:

1. Ensure you are[ signed in](https://opencollective.com/signin?next=%2F) with the email address you used to process the transaction.
2. Go to the page for the Collective you supported
3. Find the Budget menu
1. Ensure you are [signed in](https://opencollective.com/signin?next=%2F) with the email address you used to process the transaction.
2. Go to the page for the Collective you supported.
3. Find the Budget menu.
4. Click "Transactions." You will then have the option to View All Transactions.
5. Use the Search Transactions box to find your name, and filter using the dropdown boxes.
6. When you find the right contribution, you will have an option to download a PDF of your receipt.
6. When you find the right contribution, download the PDF receipt.

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Not supported/relevant anymore

Suggested change
## Download a receipt from a collective budget
You can also find your receipt by searching the Collective’s budget.
You can also find individual receipts from a collective's public budget:
1. Ensure you are[ signed in](https://opencollective.com/signin?next=%2F) with the email address you used to process the transaction.
2. Go to the page for the Collective you supported
3. Find the Budget menu
1. Ensure you are [signed in](https://opencollective.com/signin?next=%2F) with the email address you used to process the transaction.
2. Go to the page for the Collective you supported.
3. Find the Budget menu.
4. Click "Transactions." You will then have the option to View All Transactions.
5. Use the Search Transactions box to find your name, and filter using the dropdown boxes.
6. When you find the right contribution, you will have an option to download a PDF of your receipt.
6. When you find the right contribution, download the PDF receipt.

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