How to activate and use Deferred Revenue automation?

🌍 This feature is only available in the following countries: 🇫🇷 France, 🇺🇸 United States.

Deferred revenue (DR) automation creates deferred revenue entries linked to your memberships and events on your behalf. It is designed for nonprofits that manage their accounting in Springly. You can activate it from Settings > Accounting > Deferred Revenue / Prepaid Expenses > Deferred Revenue Automation.

To learn more about deferred revenue, see the article Recording prepaid expenses and deferred revenue.

How does deferred revenue automation work?

• The date of the accrual entry
• Your accounting period end date
• Membership pricing and plans (date-to-date or X-month period)
• Your event dates (if provided)

Limitation: if the Checkout customization option is enabled in the advanced form settings, entries generated by a cart (multiple forms paid in a single transaction) are not subject to automatic deferred revenue. In that case, you add the deferred revenue entry manually — a message is displayed on the relevant entry.

How to review automatically generated deferred revenue entries?

• View your deferred revenue entries by accounting period
• Edit amounts if needed
• Delete irrelevant deferred revenue entries

This automation does not cover prepaid expenses — it only applies to deferred revenue. Prepaid expenses must still be entered manually.