Manage Recurring Donations

Recurring donations can be edited, added, or deleted in Salesforce for example, by setting an end date or adjusting the donation amount. The connector detects these changes and transmits them to the payment provider so that the recurring donation is updated accordingly.

Recurring donations created manually in Salesforce are not synchronized back to FundraisingBox. An exception applies to direct debit donations processed via 'Wikando Direct Debit'. See also: Initiate and Manage Wikando Direct Debits

Changes only apply to recurring donations that are processed through FundraisingBox and only the data relevant for the Connector is synchronized back once it is changed in Salesforce; the exact fields are listed in the Standard Mapping table.

Update Amount, Interval and Next Payment Date

• To update a recurring donation, create a new Gift Commitment Schedule for the corresponding Gift Commitment with the adjusted details using the standard action button 'Manage Gift Commitment Schedule'.

  • If the recurring donation has the payment method 'Wikando Direct Debit' use the action button 'Manage Wikando Direct Debit Schedules'.

• To set the 'Next Payment Date' to a different date, select an 'Effective Start Date' for the new Gift Commitment Schedule accordingly.

  • To plan an update in advance, choose an 'Effective Start Date' in the future. The schedule will become active once the date arrives.

Note that the 'Effective Start Date' of the new Gift Commitment Schedule must always be at least one day before the planned transaction date ('Transaction Day').

Update Bank Details of a 'Wikando Direct Debit' Recurring Donation

To change the bank details of a 'Wikando Direct Debit' recurring donation, use the action button 'Manage Wikando Direct Debit Schedules' to create a new Gift Commitment Schedule, and select the required Payment Instrument for it.

Reschedule the First Follow-Up Donation to an Earlier Date

The 'Start Date' of the active Gift Commitment Schedule is set directly in the input form to a date earlier than the current planned transaction ('Transaction Day'). The system then updates the 'Next Donation Date' shortly after midnight to reflect the new 'Start Date'.

Pause a Recurring Donation in Salesforce

Use the standard 'Pause' action button on the Gift Commitment and select a 'Pause From Date' and, if known, a 'Pause Till Date'. A Gift Commitment Schedule of type 'Pause Transactions' will be created and become active accordingly.

Resume a Recurring Donation

Use the standard 'Resume' action button on the Gift Commitment and select a 'Resume From Date'. A Gift Commitment Schedule of type 'Create Transactions' will be created and become active accordingly.

End a Recurring Donation

If the 'End Date' of the schedule is not already reached, or if it is set to today’s date for immediate termination, the status of the Gift Commitment can alternatively be changed to 'Closed' (or 'Failing' / 'Draft').

Reactivate a Recurring Donation

If the recurring donation was ended because the Gift Commitment Schedule's 'End Date' was reached, the 'End Date' can be removed from that schedule. This will trigger a recalculation of the 'Next Transaction Date' based on the original recurring setup.

If the donation was ended by changing the status of the Gift Commitment, the status can be set back to 'Active'. This will also trigger a recalculation of the 'Next Transaction Date' based on the original recurring setup.

Delete a Recurring Donation

Delete the recurring donation by deleting the corresponding Gift Commitment.

Once deleted, it cannot be restored.