CRM webhook
POST /api/webhooks/donor + X-CBN-Signature. Saves the BAID. Charge runs when due.
PayPal billing agreement
Mint a B- and put it in the form below.
- Checkout in PayPal.
- Save the agreement id.
- Post enrollment.
Start checkout.
Donor enrollment
Same JSON as the CRM webhook. Empty fields use defaults.
Ready.
Charge
SOAP is queued ~2 minutes after enroll.
Post enrollment first.
Exceptions
Delinquent, retrying, overdue.
None.
Reconciliation
Due vs charged vs failed (Eastern).
Choose a period and view the report.
Tasks
Import CSV or CRM webhook. Charge only when due.
SOAP Alt Pay Sale for vaulted BAIDs.
1
Import BAIDs
CSV of existing BAIDs. Charge when the date is due.
2
Webhook
CRM /api/webhooks/donor saves the BAID. No charge on inbound.
3
Seed & auto-approve
Create donors and approve PayPal.
4
Activate
Set migrated_pending → active when a vault BAID exists.
5
Run billing
Sandbox only. Prod uses the daily cron.
6
Helpers
Dates, unknown charges, cutover. Sandbox only.
Ready.
Schedules
Search, then open a row.
Sign in to load schedules.