Does the selected Auto Billing Acknowledgement follow its rules established in campaign references or it is automatically assigned to every pledge payment processed regardless?
I finally got my organization off a truly awful spreadsheet to track payment schedules, but have not been properly generating acknowledgements because I have never assigned an Auto Billing Acknowledgement. The answer to my above question may change how I have set up different letter types.
Sadly, the auto billing process does not reference the rules established in campaign references. We like to only acknowledge the final payment in each pledge so we are actually running each of those by hand to get the correct letter before doing the auto billing process. If anyone comes up with a better way I would be very interested in seeing the process.
Hi Sadie and Nick
We had the same problem with final auto-billing payments and opened up a TASK ticket and came up with a solution just a couple of months ago.
As Sadie said, the auto-billing ack rules don't follow the rules in campaign preferences. But in the Pledge Billing Utility parameters you can set up auto-billing to generate acknowledgements. We created an Auto-billing letter type and after each run, pull an excel spreadsheet from the Print Acknowledgement Letter utility like any of the other letter types.
The list does include ALL auto-billing payments in the run, but we just keep an eye out for those with a Transaction Type of Final Payment and only merge those into our letter template.
Hope that helps,
Karen
Anyone know if this is still the case in v15.1? (Please say no.)