Recurring transaction receipts
This article provides information about the Recurring Transaction Receipt Email settings on your Campaigns page.
Default Campaign Transaction Receipt Emails
When a transaction processes for the first time, it must have a transaction receipt. The email/letter template type for this receipt must be Transaction Receipt.
Recurring transactions must also receive a transaction receipt. Recurring transactions, when processed for the first time, will receive this receipt.
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).
For example, a donation is set up for the 1st of every month. On the 1st of July, that donor's card (or ACH) would be charged near 4 AM Central that morning.