Create donation records from paid invoices for fundraising
Create donation records from paid invoices for fundraising
Your paid invoices don't reach the donor database, causing unrecorded gifts and missing donor context. Sync gifts and contact info so development staff can reconcile and acknowledge donors same day.
Overview
When paid invoices never reach your donor database, reconciliation and donor acknowledgments slow down and staff spend time chasing records. This workflow logs payments as donations and creates or updates constituents automatically, so development staff can reconcile and acknowledge gifts the same day.