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Create sales receipt from new donations for accounting

Your donation transactions arrive unposted to accounting, creating reconciliation gaps. Record each gift as an accounting sales receipt so billing staff can reconcile deposits same day.

Create sales receipt from new donations for accounting

Overview

Stop manual reconciliation work and reduce missed deposits by posting gifts directly into your ledger. This flow converts each qualifying donation into a sales receipt so billing staff can reconcile deposits the same day and reduce manual bookkeeping.

Create sales receipt from new donations for accounting