We are just setting up to do payment plans on Development pledges for the first time. I have figured out how to set up the pledges for credit card billing, but now I need to schedule the Pledge Billing report to run monthly (or in a few rare cases, on an irregular schedule - one person wants to make 3 payments in a year).
Could anyone help me out with the scheduling parameters that I should enter to ensure that these cards get charged for the designated amount at the first of every month? Specifically exactly what I should enter under Start Date, End Date and Cut Off Date. Thank you!
Gina,
Take a quick look at the Pledge Billing Utility description in the Tessitura Help System under Learning Resources->Documentation and Help System.
If you can't find it the topic above, you can do a search using the little search button on the lower left of the help system. All of the parameters are described including those ones you mention.
You can also get to that same location from within Tessitura using the little blue circle with a question mark in it or under report help.
Hope that helps,
-Ryan
We’d like to know if these parameters are correct to run on the last day of the month and charge all pledges due from the beginning of the month. Please review our screen shots and comment. Thanks!
Shelley Salinas
Box Office Manager
COCA
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Gina WakeSent: Wednesday, August 28, 2013 3:41 PMTo: Shelley SalinasSubject: [Tessitura Development Forum] Scheduling the Pledge Billing report
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I would set the cutoff date earlier, just in case someone has a billing run that happens during the month, unless you are sure no one is running billing reports. You have credit card billing selected, are you actually billing them at this time? If so, update transactions should be set to Yes, Update. Otherwise it will just run a review of what would be billed.
Also, rather than setting the actual dates, why not setup the start/run/cutoff dates/time to be the end of the report run month or beginning of the report run month? Unless you specifically need the run date to be the last day of the month at 5 PM for example, you can make those more generic.
Having a run date for the address date makes sense though. Otherwise generally looks fine, but if you are at all concerned you might want to raise a support ticket and have someone from Tess look at it with you.