Fundraising managers keep supporter, payment, and sales records aligned

Fundraising managers lose transactions when purchases fail to create linked supporter and payment records, causing reconciliation gaps. It links profiles and payments so reconciliation has no gaps.

Overview

Unlinked purchases create reconciliation gaps that stall donor stewardship for environmental fundraising. This workflow ensures every qualifying purchase creates linked supporter, payment, and sales records, eliminating reconciliation gaps so finance and outreach can reconcile and begin stewardship without manual chase.

Notable Features

Create supporter profiles on purchase
Link payment to supporter record
Generate sales records for reconciliation