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