Recurring transaction receipts
This article provides information about the Recurring Transaction Receipt Email settings on your Campaigns page and the Transaction Settings page. This article explains why you would use each type, in what scenarios you would use these types, and how to set up all of them.
Default Campaign Transaction Receipt Emails
When you have an actual transaction (monetary) come through for the first time, that receipt must get an Email/Letter Type = Transaction Receipt.
For a recurring transaction, even if it is the first time it's processed, it must receive a transaction receipt.
Default Recurring Transaction Receipt Email
This is an email that goes out only when someone sets up a recurrence in the future, and no transaction (monetary) is taking place. This must be set as Email/Letter Type = Recurring Donation Receipt.
This letter should state something like, "Dear John, thanks for deciding to be a recurring donor to XYZ."
Subsequent Recurring Transaction Receipt Email Template
This also must be set as Email/Letter Type = Transaction Receipt.
These are meant for recurring donations that come through after the initial one transaction. 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 and accommodations up front while being able to make your recurring receipts a bit simpler or more streamlined.
Recurring transaction processing
A donor can create a recurring donation on a variety of timetables (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, if a donation were set up for the 1st of every month, then on the 1st of July, that donor's card (or ACH) would be charged near 4 AM Central that morning.