Send recurring gift payment notice to finance team

Your recurring donation subscriptions arrive without alerts, leaving finance and program staff without payment context for reconciliation. Receive clear payment details and reconcile gifts within hours.

Overview

Recurring gifts can post without internal visibility, delaying reconciliation and donor stewardship. This workflow captures the invoice and payment reference, waits for settlement, and delivers a clear notice to finance and program staff within hours so gifts are reconciled and outreach happens before monthly reporting.