If you are using the Donations app to accept recurring donations using Braintree as your payment gateway, you can have notification of the subsequent monthly transactions sent to Soapbox to be stored in the Donations > Transactions. If you have Salesforce integration enabled, this will also create a record in Salesforce for the subsequent transaction.
You can also have Braintree send notification of subscription cancellations to Soapbox so Subscription records can be updated.
In order to enable this functionality, you'll need to create a webhook within Braintree that will instruct Braintree to update Soapbox whenever a subsequent monthly transaction is process for an ongoing recurring donation. To do so:
- Login to Braintree
- Go to Settings > Webhooks
- Click Create New Webhook
- For Destination URL, enter the following, replacing {myaccountprefix} with the prefix of your Soapbox site:
https://{myaccountprefix}.secure.nonprofitsoapbox.com/component/donations/transactionNotification
If your Soapbox site uses a custom URL with a custom SSL certificate, you may enter the following, replacing {www.myorg.org} with your Soapbox site URL:
https://{www.myorg.org}/component/donations/transactionNotification - For Canceled, check the box
- For Charged Successfully, check the box
- Click Save
- On the Webhooks page under the Actions column, click Check URL
- Confirm that the status message "Success! Server responded with 200" appears
Once this webhook is in place, notification will be sent to Soapbox whenever a subsequent payment is made on both existing and future recurring donations in Braintree. Records added to the Donations > Transactions view will have a Payment Occurrence of “Subsequent recurring."