If you are using the Donations app to accept recurring donations using CyberSource as your payment gateway, you can have subsequent monthly transactions automatically recorded in Soapbox under the Donations > Transactions view. If you have Salesforce integration enabled, this will also create a record in Salesforce for each subsequent transaction.
In order to enable this functionality, you'll need to create a custom daily report within CyberSource that Soapbox will access to consume data and create subsequent recurring payment records as needed.
To create the report:
- Login to CyberSource
- In the navigation to the left of the Dashboard view, go to Reports > Downloadable Reports > Report Subscription Management
- Click the Custom Report Subscription tab
- Click the Create Subscription button
- On the Create Subscription view, enter the following:
- Name: Subscription Detail Report
- Report Type: Subscription Detail Report
- File Format: CSV
- Frequency: Recurring report subscription
- Subscription frequency: Daily
- Subscription start time: 12:00 AM
- Subscription Time Zone: GMT
- Click the Create button