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Accepting annual recurring payments with a Donations form


The standard payment frequency for all recurring payments processed by the Donations app is monthly. If you are using, CyberSource, or PayPal Website Payments Pro as your payment processor, however, you can override this standard behavior on a form by form basis to accept annual recurring payments instead. If if this enabled, any recurring payment created through that form - whether processed seamlessly on Soapbox via your payment processor or off-site via PayPal Standard - will be setup as an annual recurring transaction.

NOTE: As of 3/1/2018, support has not yet been added for adjusting the Recurring Donation record in the Salesforce Nonprofit Success Pack to account for annual recurring transactions. This will be added in a future release of the Soapbox Donations for Salesforce package. In the meantime, you may wish to create automations in Salesforce to adjust the Recurring Donations record as needed for annual recurring donations.

To edit the payment frequency for a given form as annual:

  • Open the Soapbox Donation form you wish to update
  • Click the Payment tab
  • In the Recurring Payments section, select Annual from Recurring Payment Frequency
  • If you wish to alter the label for the annual recurring option on the front-end of the form from the default of "Annual," in the Payment Frequency section of the tab, click Customize Headings & Labels and customize the text for Annual Recurring Label
  • Click Save
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