1.Monitor new payment
Integrate Stripe and payment tracking tools to watch for new payments and trigger receipt processing.
Create sales receipts from donor payments for accounting
Automatically monitor new donor payments across Stripe and accounting tools. Create and update posted sales receipts when donor payments are confirmed and mapping is foundβso you can reconcile faster, reduce manual receipt work, and keep donor records accurate.
How this automation speeds up donation reconciliation
When new donor payments arrive in Stripe, delayed posting can slow reconciliation and reporting. This automation filters donations and enriches customers then composes memos and creates sales receiptsβso your team can post promptly.
Stripeor swap with your favorite app
2.Filters donor source
Integrate Filter by Zapier and payment rules to continue only for the configured donor source to qualify donations.
Filter by Zapieror swap with your favorite app
3.Finds or creates customer
Integrate Sub-Zap by Zapier and customer lookup tools to find or create the customer and return the customer id.
Sub-Zap by Zapieror swap with your favorite app
4.Composes receipt description
Integrate Formatter by Zapier and memo templates to build the receipt line description from recurring and gift-aid indicators.
Formatter by Zapieror swap with your favorite app
5.Maps donation products
Integrate Zapier Tables and product mapping tables to look up the correct product name and id for accounting line items.
Zapier Tablesor swap with your favorite app
6.Creates sales receipt
Integrate QuickBooks Online and accounting posting to create the sales receipt with customer, amount, dates, and mapped line details.
QuickBooks Onlineor swap with your favorite app
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Add donation rows and donor tags to spreadsheet
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Add donation rows from incoming payment webhooks now
Your incoming payment webhooks with donation details remain unlogged and delay reconciliation. It logs each donation to a central finance sheet so reconciliation and outreach happen same day.
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Add donation rows to your thank-you tracking spreadsheet
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Add donation row to central gift tracking log
Your online donations land in email and platform notices, so finance and stewardship scramble to reconcile gifts. Get a single gift worksheet so reconciliation and donor thanks happen same day.
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Add donation transactions to CRM, update mailing list
Donations that don't link to donor records delay acknowledgments and complicate reconciliation. It centralizes donor, payment, and campaign data so you can reconcile and acknowledge gifts same day.
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Add donor to email program and send receipt
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Add each donation to the correct city spreadsheet row
Your donation records arrive without city tags, forcing manual sorting and delaying reconciliation. It logs each gift into the right city sheet for timely reporting and same-day reconciliation.
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Add incoming donation transactions to donor tracking table
Your donation transactions arrive untracked, forcing manual lookups and delaying thank-you outreach. Save donor entries to a central table and notify coordinators so thank-yous go out same day.
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Add incoming sponsor payments to central operations tracker
Your sponsor and donation payments arrive unstructured, delaying receipts and reconciliation. Log each payment to a single sponsor tracker so finance can reconcile and issue receipts same day.
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Add new member donations to donor tracking spreadsheet
Membership donations arrive without a central log, delaying acknowledgements and reconciliation. It logs donor and membership details to a spreadsheet so coordinators can reconcile same day.
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Add tax receipt links to donor profiles for reconciliation
Your donor support tickets often miss tax receipt links, causing donor relations and billing to chase documentation. Profiles receive receipt links so donor relations can reconcile gifts same day.
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Create a donation record for each incoming online payment
Your donation payments land uncatalogued on the finance board, delaying reconciliation and donor reporting. Logged, formatted records let billing staff reconcile before the monthly close.
- View all
Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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