If you are using the Donations app to accept recurring donations using iATS Payments as your payment gateway, you can have notification of the subsequent monthly transactions sent to Soapbox to be stored in the Donations > Transactions view. If you have Salesforce integration enabled, this will also create a record in Salesforce for the subsequent transaction.
In order to enable this functionality, you'll need to create a Universal Postback URL within iATS Payments that will instruct iATS to update Soapbox whenever a subsequent monthly transaction is process for an ongoing recurring donation. To do so:
- Login to iATS Payments
- Click User Profile > Universal Postback Settings in the main navigation
- For Enabled, click On
- For Postback 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 - Check off the Recurring Transaction item in the Credit Card column
- Click Save & Update
Once this Universal Postback URL is in place, notification will be sent to Soapbox whenever a subsequent payment is made on both existing and future recurring donations in iATS Payments. Records added to the Donations > Transactions view will have a Payment Occurrence of “Subsequent recurring."