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This The Schedule Donation Batch feature allows you to quickly and efficiently process donations in real-time, ensuring that contributions are acknowledged and managed without delay. It is only applicable to donations with a Credit Card or Direct Debit as a Payment Method.

To execute the Scheduled Donation process follow the steps below.

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  • Status is Unpaid

  • Transaction Due Date less than or equal to TODAY

  • Exclude from Payment Processing is FALSE

  • Payment Method is Credit Card OR BECS Debit

  • Payment Ready is TRUE.

The Gift Transaction then will be processed in the following manner:

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During the process, the Gift Transaction Status will be updated to Processing

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and an Invoice API Callout will be executed for each Gift Transaction

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record.

After the webhook is configured properly:

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A Gateway Invoice record is created.

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A Gateway Transaction is created.

The Gift Transaction is updated where:

Once the Schedule Donation Batch runs successfully, the Gift Transaction Status is updated to Paid

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, the Exclude from Payment Processing is TRUE

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and Other fields are populated based on the parsed payload.

Gateway Transaction and Gateway Invoice will be created and linked to the Gift Transaction record.

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Gateway Transaction

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Gateway Invoice

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