Aug 08, 2024
1889
Whether a contribution is entered via your donation form, or from the back office, the following will occur:
-
A thank you email is sent to the contributor.
- A notification is sent to your staff members who have subscribed to the Online Donation Notice.
- If the contribution 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 set up in the Scheduled Billing section of the Billing Setup tab.
- If you allow invoicing and the contributor requests to be invoiced:
- The invoice will automatically be created. You will need to send the invoice out.
- If the contributor has chosen to make a recurring contribution, a schedule will be set up on the contact's Billing Setup tab.