A daily or weekly email with what sold, what came in, and what people answered — sent to whoever needs it.
“How many tickets have we sold?” “Did anything come in today?” “How much have we actually collected?” Someone has to log in, find the form, and read it off — and usually that someone is the one person with the password.
A summary email answers all of it on a schedule, and goes to people who have no account at all: your treasurer, your committee, the caterer who needs the headcount.
Short on purpose. Two columns — what’s new since the last email, and the all-time total.
Submissions, how much has been collected, and what is still pending. Employer-matching pledges get their own line, kept out of the collected figure until the money arrives.
Your five biggest ticket types or products, plus a total across all of them. The headcount answer.
When the most recent submission came in, in your timezone, and how payments split between Zelle and card. The quickest way to notice something has gone quiet.
No personal data. The email carries counts and totals only. Recipients can include crew with no dashboard login and any address you typed in, and an email can’t be un-shared — so names and amounts stay in the dashboard, where access is controlled.
Employer-matched gifts count the full matched total — the donor’s contribution plus the employer’s match — because that’s what your organisation actually receives.
Card is counted at your price, not what the customer was charged. The difference belongs to the processor and was never your money, so counting it would flatter the figure.
Anyone — dashboard users, team and crew, or an address you type in. Up to ten per form.
No. Every form owner can turn it on, on any plan.
Yes — there’s a “save and send now” button so you can check the recipients and content without waiting.
No attachment. The email is the quick read; the full breakdown — every item, every answer to your questions — lives in the dashboard, where you can export it.
No percentage fees, ever. Your first 25 payments each month are free, then 30¢ a payment. Business is $39/month (or $350/year) with 200 payments included. Nonprofits get unlimited payments free.