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Pledge Billing Schedule and Summary

Krystal Parsons
$organization

We have a monthly giving program for our theatre, and we're running into problems trying to build this in Tessitura. We can schedule payments and run the pledge billing utility successfully manually, however, when we try to automate the utility, we've run into several problems:

 

  • Constituents being charged more than the scheduled amount if they've had a failed payment previously. (For Example: Two failed monthly payments of $90, resulted in the constituent being charged $270 at once, rather than the regular $90 a month. I'm guessing this was because our cut off date. Any recommendations on how to determine a better cut off is much appreciated.)
  • Charging more pledges than we ever see on a daily basis (8x as many as normal)

Parameters for dates were:

  • Start Date: RunDate
  • End Date: RunDate
  • Cut Off Date: DayRunDate -1

Our goal is for the pledge utility to automatically run daily. Any specific advice on these issues or any information you'd like to share about how you run your own monthly giving programs through pledge utilities in Tessitura would be great to hear. Thanks! 

 

 

 

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  • $organization

    Hi Krystal,

    Here's a typical arrangement for our billing schedules.

    Pledge Start Date = DayRunDate -30

    Pledge End Date = RunDate

    Prev Billing Cutoff Date = DayRunDate +1

    The Pledge Billing utility is going to charge whatever is due up to what's set in the End Date parameter. If you want to avoid charging delinquent accounts, you could adjust the billing schedule for a contribution to make it more current.. There are other ways to achieve the same result, but that would be my first thought.

    I recommend checking out the report help. It does a good job of explaining how the utility works in general.

    Matt

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  • $organization

    Hi Krystal,

    Here's a typical arrangement for our billing schedules.

    Pledge Start Date = DayRunDate -30

    Pledge End Date = RunDate

    Prev Billing Cutoff Date = DayRunDate +1

    The Pledge Billing utility is going to charge whatever is due up to what's set in the End Date parameter. If you want to avoid charging delinquent accounts, you could adjust the billing schedule for a contribution to make it more current.. There are other ways to achieve the same result, but that would be my first thought.

    I recommend checking out the report help. It does a good job of explaining how the utility works in general.

    Matt

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