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Create and attach donor receipt to donation record

Create and attach donor receipt to donation record

When donations are marked paid without a receipt PDF, finance and coordinators lack documentation. Receipts are created, attached to the record, and emailed to donors same day.

Create and attach donor receipt to donation record

Overview

Manual receipt assembly and delayed acknowledgements slow reconciliation and stewardship. This workflow generates a templated PDF receipt when a donation is marked paid, attaches it to the donation record, and emails the donor. That delivers receipts same day and reduces manual work for finance and program coordinators.

Create and attach donor receipt to donation record