The standard payment frequency for all recurring payments processed by the Donations app is monthly. If you are using Authorize.net, CyberSource, PayPal Website Payments Pro, or Stripe 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 December 2018, support was added for adjusting the Recurring Donation record in the Salesforce Nonprofit Success Pack to account for annual recurring transactions. This was added with the Soapbox Donations for Salesforce v1.17 managed package update. For instructions on upgrading and details on all of the latest Soapbox for Salesforce packages, see How Do I Manage My Soapbox Engage Packages in Salesforce?
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
For Stripe users:
To accept recurring payments with Stripe, you must create a Product and Pricing Plan in Stripe and add the Plan Id to Soapbox. The Pricing Plan payment frequency must match the Recurring Payment Frequency set for a Donation form in Soapbox. For further details, see Accepting recurring payments with Stripe in the Donations app.