Easy Receipts And Reconciliations Complete The Process
All transactions can be automatically receipted and matched with existing Accounts and Contact details. You save hours of administration work compared to using an external payment gateway, transferring information to spreadsheets, removing duplicates, uploading the data into salesforce and finally issuing receipts.
A sophisticated matching algorithm uses various pieces of payee information to match to Accounts and Contacts.
(For example, an email address or mobile phone have a higher weighting than a first name.)
Duration can be open-ended or specified. Simply change the status from Active to Inactive to stop.
The system supports standard Account/Contacts, Individual (Bucket) and Nonprofit starter pack One-to-One.
Annual statements can be produced very quickly in bulk or individually.
PDF-generated documents can include related mail merged information from Contacts, Campaign, Campaign Member and Payment Transaction History.
All transactions by type, date, period, can be printed off using the pre-defined banking report.
Manual Matching provides a spreadsheet like view where a user can compare multiple Payee’s with the automatically selected Contact and either accept the automatically matched one, or create a new Account/Contact.
PDF receipts can be automatically generated and emailed to payees. Text is flexible. Mail merge capabilities can be defined at the Organisation level, payment type level or appeal/campaign level.
Select to have payee details automatically update Contact information, ensuring that phone, email, address information is always up-to-date.