Recurring Transaction Receipts and Processing

Recurring transaction receipts

You may have come across Recurring Transaction Receipts setting on your Campaigns and on the Transactions page, and you may wonder what this is all about.  Read on in this article to find out why you would use each type, in what scenario, and how to set them up.

 

 

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 needs to get a transaction receipt.

Default Recurring Transaction Receipt Email

This is an email that goes out (thus has to be a Transaction Receipt) only when someone sets up a recurrence in the future, and no transaction (monetary) is taking place.

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

Subsequent Recurring Transaction Receipt Email

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 nice transaction notification the first time they give, and then all donations thereafter are a slightly altered message. This allows you to give them extra thanks and accommodations up front, while being able to change your recurring receipts to be a bit simpler or streamlined.
 



Recurring transaction processing

A donor can create a recurring donation on a variety of time tables (1st of month, 1st Monday of month, etc.).

Kindful's automated recurring billing process begins at 9am UTC every day (which is 4AM CDT or 3AM CST). 

For example, if a donation was 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.

 

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