- Navigate to Recurring Donation Record in Salesforce
- Once the Recurring Donation record opens,
- The Subscription Sync Status headlight of Red or Yellow indicates a mismatch between Stripe and Salesforce exists
- If there is a mismatch, select the Update Stripe Action
- The Stripe Update interface identifies the key attributes of the record in Salesforce and Stripe
- The Amount entered will update the new value in Salesforce and Stripe
- The Next Process Date will adjust the installment payment date. Both Salesforce and Stripe will be updated.
- NOTE: If the date chosen is beyond a month in time, this effectively pauses the Recurring Donation until the new date chosen. All installment Opportunities already created in Salesforce as a result of the Enhanced Recurring Donation engine will remain in a Pledged state.
- Once the new date has arrived, payments will resume and match to the opportunity record which matches the Month and Day.
- Once the changes desired have been made, select the Update Stripe button which will now be active and highlighted in blue. Changes will then be updated in Salesforce and Stripe.