Scheduled Donation Batch Process - PosiGive

This feature allows you to quickly and efficiently process donations in real-time, ensuring that contributions are acknowledged and managed without delay.

To execute the Scheduled Donation process follow the steps below.

Go to App Launcher and search for PosiGive Settings.

On the PosiGive Settings page, click the Run Now button under the Active Batch Process to execute the scheduled donation immediately.

A list of Gift Transaction records will be included in the Scheduled Donation Batch process that meets the following criteria:

• 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:

1. The Gift Transaction Status will be updated to Processing.

2. An Invoice API Callout will be executed for each Gift Transaction Record.

3. After the webhook is configured properly:

   1. A Gateway Invoice record is created.

   2. A Gateway Transaction is created.

   3. The Gift Transaction is updated where:

      1. Status is updated to Paid (if invoice is successful) / Failed (if invoice is failed) → monitor the field’s history

      2. Exclude from Payment Processing is TRUE

      3. Other fields are populated based on the parsed payload