Send donor thank-you PDF and update donation record
Send donor thank-you PDF and update donation record
When donation records lack processed receipts, your donor communications and tax docs lag. The workflow sends a templated PDF receipt to donors and updates the donation record same day.
Overview
Stop manual receipt assembly and make donor acknowledgements immediate and auditable. This flow converts a donation update into a dated, signed PDF eReceipt and emails it to the donor, while updating your record for same-day reconciliation.