Recurring Transaction Receipts and Processing

Overview

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 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. 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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