Create donation record from paid order and notify finance
Create donation record from paid order and notify finance
You get paid orders without donation records, delaying reconciliation and donor acknowledgements. Create and post donation records automatically so finance can reconcile and acknowledge donors same day.
Overview
As COO you need donor data flowing reliably into finance so reconciliations and acknowledgements don't slip. This flow turns each paid order into a clean donation record and posts it to your donation API, eliminating manual entry and enabling same-day reconciliation and donor acknowledgements.