I am setting up pledges with 12 installments with an option to pay 1st installment "now". Do I simply set up new batch with pledged, close said batch and then start a new batch with the 1st installment payment? Is there an easier way to go about doing this?
For any of the pledges that are taking the option to pay “now” you can include that payment (assume credit card) in the same batch in which you are creating the 12 month installments. This will also mean the first installment receives the proper acknowledgment.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse CalagnaSent: Tuesday, August 20, 2013 11:20 AMTo: McKinley, LeslieSubject: [Tessitura Development Forum] pledge installments
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but doesn't the batch have to be closed in order for the payment to realize it is paying the pledge i just entered?
If you have the first payment in hand, enter the first payment in the Payment Details screen, then fill out the pledge payment schedule as normal with today as the first payment. When the schedule populates, then it will autofill the first payment. Hope this helps.
Thanks,
Marie
--
Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance and Creativity
500 W Pershing Road
Kansas City, MO 64108
816-931-2232 x 1382 | 816-931-1172 (fax)
mkocher@kcballet.org
Buy tickets and enroll for classes: www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna Sent: Tuesday, August 20, 2013 10:17 AM To: Marie Kocher Subject: [Tessitura Development Forum] pledge installments
No you are entering at the same time you are creating the pledge. Whether credit card or check we often have the first payment as we take a pledge.
In our processing we have the payment module drop down prior to even putting the pledge, So it is:
1) Enter payment
2) Enter contribution with pledge amount (you will see the payment shown below
3) Set up payment schedule and you will see the first installment highlighted as paid.
4) Set up payment type and cc account if necessary
5) And of course check acknowledgments and membership as applicable.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse CalagnaSent: Tuesday, August 20, 2013 11:55 AMTo: McKinley, LeslieSubject: RE: [Tessitura Development Forum] pledge installments
From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com>Sent: 8/20/2013 10:32:05 AM