Close monthly donation installment and update payment record
Close monthly donation installment and update payment record
Your monthly donation payments can post without updating the donor opportunity, leaving payment records incomplete. It aligns payments and closes the opportunity so finance reconciles same day.
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Overview
Recurring monthly donations can leave CRM opportunities open and slow reconciliation, increasing manual work for donation processors and finance. This flow marks installments paid and closes the opportunity so payment status and reporting are accurate within minutes, enabling same-day reconciliation.