Create payment records from new donations for campaigns
Create payment records from new donations for campaigns
Your donations may lack deposit dates and processing context, causing receipting delays. Record donation and bank-deposit dates in CRM so campaign managers reconcile donations same day.
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Overview
Donations without deposit dates slow down receipting and make campaign attribution manual and error-prone. This flow captures donation details, calculates a bank-deposit date, and creates a reconciliable payment record in CRM so campaign managers and finance can reconcile and issue receipts same day.