Bloomerang CRM can automatically email online payment confirmation receipts to your donors. These communications assure donors that their scheduled payment was processed.
This article explains what online payment confirmation receipts are and how it all works. If you’re ready to get started, you can turn on the Online Payment Confirmation Receipts feature. Read about how to do this.
Note: If your CRM account was created on or after November 7, 2024, this feature is on by default. If your account was created before that date, this feature is off by default, but you can turn it on.
When Does Bloomerang CRM Send an Online Payment Confirmation Receipt?
When you turn on this feature, Bloomerang CRM emails online payment confirmation receipts to your donors. This happens each time Bloomerang CRM automatically processes these scheduled payments:
Recurring donation payments
Membership dues payments
Pledge payments
Bloomerang CRM also sends an online payment confirmation receipt when you create a one-time donation payment in Bloomerang CRM or in the mobile app. If a donor makes a one-time donation through your online form, Bloomerang CRM sends the confirmation email that you selected in the form settings.
Bloomerang CRM automatically processes payments only when donors pay with an online payment method:
Credit or debit card
EFT (bank account)
Digital wallet (Apple Pay, Google Pay, PayPal, or Venmo) saved in Bloomerang CRM
If you have the Kindful Fundraising add-on, Bloomerang CRM sends an online payment confirmation receipt when donors make a donation on a Kindful Fundraising page or make a scheduled payment for a recurring donation. Read more about this.
Important: Bloomerang CRM doesn’t automatically email an online payment confirmation receipt for transactions paid with offline payment methods (cash, check, and in-kind) and third-party payment methods processed outside of Bloomerang CRM. You can send these donors an acknowledgement letter or email.
Which Online Payment Confirmation Receipt Does Bloomerang CRM Send and Can I Customize It?
You can select which online payment confirmation receipt to send for each type of payment:
To keep things simple, use the Bloomerang CRM default receipt.
To use a custom receipt, first create a new email and select the Receipt or Acknowledgement purpose. You can then select that email in the Online Payment Confirmation Receipt settings.
If you use Journey Automation to automate donation acknowledgements:
Make sure each receipt has a purpose of Receipt, not Acknowledgement. This makes sure you email only one acknowledgement for a donation.
Create distinctly different content for receipts and acknowledgements so donors understand they aren't being charged twice. Include date and amount information only in receipts. In acknowledgements, focus on impact and relationship building.
What Information is Included in Online Payment Confirmation Receipts?
The Bloomerang Default online payment confirmation receipt includes this information:
Date – When Bloomerang CRM processed the payment
Amount – Total amount of the donation, which includes any fees. The transaction amount might not be the same as the tax-deductible amount. Some part of the donation might not be tax-deductible.
Type — One-Time Payment, Pledge Payment, Recurring Donation Payment, or Membership Payment
Processed via — The payment processor
Card ending in — Last four digits of the credit card (for credit card transactions, including digital wallet transactions)
Last four digits of the account number (for EFT transactions)
How Do I View Sent Online Payment Confirmation Receipts?
The online payment confirmation receipt appears as an interaction on the donor’s timeline. To view a copy of the online payment confirmation receipt email, click the interaction. Read more about this.
How are Online Payment Confirmation Receipts Different From Confirmations and Acknowledgements?
To understand the difference between these communications, read About Confirmation Emails, Online Payment Confirmation Receipts, and Acknowledgements.