Scheduled Donation Batch Process - PosiGive
The Schedule Donation Batch feature helps process donations right away, making sure that contributions are recognized and handled quickly. This feature is only for donations made by Credit Card or Direct Debit.
The process runs automatically every day according to your set schedule, but you can also start it manually if you need it done immediately.
To run the Scheduled Donation process manually, just follow these steps:
Go to the 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.
During the process, the Gift Transaction Status will be updated to Processing, and an Invoice API Callout will be executed for each Gift Transaction record.
Once the Schedule Donation Batch runs successfully, the Gift Transaction Status is updated to Paid, the Exclude from Payment Processing is TRUE, 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.
Gateway Transaction
Gateway Invoice
How Thread Number Works in the Scheduled Donation Batch
The Maximum Thread Number setting controls how many Gift Transactions can be processed at the same time once the Scheduled Donation Batch has selected them. It does not change which transactions are included in the batch; it only affects how quickly those transactions move through the Processing step.
When the Scheduled Donation Batch runs:
It selects all eligible Gift Transactions based on the criteria described above.
These Gift Transactions are handed over to the payment processing job.
The Maximum Thread Number determines how many of these Gift Transactions can have their Invoice API Callout executed in parallel.
In addition, there is a field on the Gift Transaction record called Maximum Thread Number. This field is incremented each time a new Gift Transaction is created. It is used to help group and distribute Gift Transactions across the available threads so that payments are processed more evenly and efficiently during the Scheduled Donation Batch.