Feb 21, 2022
Donation Process Flow
Whether a donation is entered via your donation form, or from the back-office, the following will occur:
- A thank you email is sent to the donor.
- A notification is sent to your staff members who have subscribed to the On-line Donation Notice.
- If the donation was paid by credit card:
- An invoice and payment record are created, and displayed on the contact's Billing tab.
- If they have chosen to make a recurring donation, this will be setup in the Scheduled Billing section of the Billing tab.
- If you allow invoicing and the donor requests to be invoiced:
- The invoice will automatically be created. You will need to send the invoice out.
- If the donor has chosen to make a recurring donation, a schedule will be setup on the contact's Billing tab.
|NOTE: If the donor is not a contact in your database, a contact record will automatically be created.|