docs: cancel/refund flows and annual payment receipts#11
Open
Betree wants to merge 1 commit into
Open
Conversation
Document refund vs reject vs cancel, host refund modal allocation, Incoming Contributions cancel flow, and consolidated annual/monthly receipts in Payment Receipts settings.
Betree
commented
Jun 8, 2026
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. |
Member
Author
There was a problem hiding this comment.
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. |
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
Pages
collectives/raising-money/rejecting-and-refunding-financial-contributions.mdfiscal-hosts/processing-refunds.mdgiving-to-collectives/managing-receipts.mdgiving-to-collectives/making-a-recurring-contribution.mdVerified against
HostCancelContributionModal.tsx,HostRefundChargeModal.tsx,PaymentReceipts.tsxTest plan