Hello,
we are a non-profit organisation which receives donations very frequently.
We need a tool, which creates a receipt automatically when a single donor (person or organisation) donates over 200€ cumulatively over a calendar year.
Ideally, this application would be linked to our Bank Account and would recognise when multiple donations are made from the same account number and alert us when the 200€ mark is reached.
Is there any way we can manage this is Zoho?
Thanks,
Alex