Recurring Transaction Receipt Templates and Processing


This article goes over how to set receipts for your recurring transactions.

Linked Articles:

- Creating Email/Letter Templates

Recurring Transaction Receipts

This article provides information about the Recurring Transaction Receipt Email settings on your Campaigns page. 

Default Recurring Transaction Receipt Email

This email is sent when a recurring transaction is initially created, in which no payment has processed yet. This template must be a Recurring Donation Receipt type. 

This letter should state something like, "Dear John, thanks for becoming a recurring donor to XYZ."

Subsequent Recurring Transaction Receipt Email Template 

This receipt must also have a Transaction Receipt type template.

These are meant for recurring donations that take place after the first payment has processed. The thought behind these is that your recurring donors will get a transaction notification the first time they give, and then all donations after that receive a slightly altered message. This allows you to give them extra thanks up front while being able to make your recurring receipts more simple and streamlined. 

Recurring Transaction Processing

A donor can control the frequency of their recurring donation (1st of the month, 1st Monday of the month, etc.).

Kindful's automated recurring billing process begins at 9 AM UTC every day (which is 4 AM CDT or 3 AM CST). Days with a higher volume of recurring transactions (e.g. the 1st of the month) will find that some may process throughout the day.


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request