Posting subsequent payments for recurring donations to Soapbox

created

When a donor makes a monthly donation through a Donation app form, a recurring payment is created with your payment processor. Your processor will then process subsequent recurring payments each month with no intervention from Soapbox.

To enable the ability for your payment processor to notify Soapbox of subsequent recurring payments so that transaction data is stored in Soapbox under Donations > Transactions and then sent to Salesforce (if you have Salesforce enabled), you will need to follow these steps:

STEP 1 - FOR SALESFORCE INTEGRATION ONLY:

If you have Salesforce integration enabled, notifications of subsequent payments received by Soapbox will create a Lead record in Salesforce for the subsequent transaction. To successfully onboard and convert this Lead record, you must:

STEP 2 - FOR ALL DONATIONS APP USERS:

In addition to articles cited above for enabling this feature, feel free to dig deeper by reviewing the following articles at your leisure:

Have more questions? Submit a request
Article is closed for comments.