Prevent duplicate receipts and keep donation records clean

Operations coordinators miss marking receipts after payments, causing duplicate emails and audit gaps. This ensures receipts are only sent once and audit trails stay accurate.

Prevent duplicate receipts and keep donation records clean

Overview

Operations coordinators face audit gaps and duplicate donor receipts when payment events aren't tracked. This workflow ties payment events to your donation records and email service, stamping a timestamp and sent flag so receipts are only sent once and audit trails remain complete.

Notable Features

  • Mark donation records with timestamp
  • Set sent-receipt flag automatically
  • Block duplicate receipt sends

Prevent duplicate receipts and keep donation records clean