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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

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