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Create sales receipts and fee expenses from donations

Create sales receipts and fee expenses from donations

Your donation records often miss fund and fee details, delaying month-end reconciliation. Deliver sales receipts and fee expense entries so finance can reconcile donations same day.

Create sales receipts and fee expenses from donations

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Overview

Donations that never make it into the ledger create reconciliation headaches and obscure fund-level reporting. This flow converts each fundraising transaction into a ready-to-reconcile sales receipt and posts the processing fee as an expense so your finance coordinators can close donations the same day.

Create sales receipts and fee expenses from donations