How to Process Recurring Gifts Using Braintree

In order to use recurring billing with Braintree, you must first create a plan(s) in Braintree directly. If you need assistance with doing this, please see our Knowledge Base guide on ‘How to Set up Recurring Billing with Braintree’.

1. When Braintree makes a recurring transaction charge, it will display as an unprocessed gift in Eleo. You will also see a message like this if you have unprocessed Recurring Gifts from a Web Form and have turned on this alert in your Eleo account. This choice is located under Settings > System Settings > Recurring Gift Options. Being notified to process gifts within the last 120 days is the default option in Eleo, but you may adjust it to your organization’s preferred settings. When using the ‘Click here’ link, it will take you into the ‘Pending’ area of the Web Form with the Recurring Gift, which you can then process.

2. A list of all the recurring transactions can be accessed by going to Gifts > Recurring Gifts > Recurring Gift Transactions.

3. If an unprocessed gift has ‘None: Process Web Form Record’ in the Recurrence Account column, the gift cannot be processed until the Web Form record is processed, which will create the recurrence account record. The link will take the user to the specific Web Form’s Pending folder.

4. If the record has an associated Recurrence Account, the user will be able to process the transaction as a gift in Eleo. For this, set the action of the records that you wish to process to ‘Add’ and click on ‘Process’.

5. Select ‘Okay’ on the prompt.

6. The processed gifts will now be listed under the ‘Processed’ tab.

7. You can view the individual gift by clicking on the link in the ‘Gift’ column.

8. Here is an example of what the gift screen would look like. The credit card and recurring gift details will be located at the bottom of the screen.

9. Clicking the ‘Recurrence Account’ link will display the subscription and all gifts that have been processed so far.

10. This is an example of what you will see when clicking on a Recurrence Account number.