Mark pledges, add recurring gifts, update CRM record
Mark pledges, add recurring gifts, update CRM record
Your subscription payments often arrive without linked pledge or donation records, stalling reconciliation. You get posted opportunities and complete donation records within hours for accurate reporting.
Overview
Unlinked subscription payments create reconciliation gaps and slow donor reporting. This flow ties payment events to contact, recurring donation, and pledge records so development and finance leads see posted revenue and reconciled gifts within hours.