• Replies 5 replies
  • Subscribers 413 subscribers
  • Views 200 views
  • Users 0 members are here
Related

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! 

 

 

 

'

Parents
  • Former Member
    Former Member $organization

    Hi Krystal,

    We run ours only on the 15th with the following settings:

    Start Date: BgRunMonth
    End Date: EnRunMonth
    Cut Off:  RunDate

    The end date controls what will be billed. Tessitura will always bill any previous due amounts. You will have to identify people with failed payments and remove the missed scheduled payments or change the scheduled date to prevent them being charged for missed payments the next time they're billed.

    Your Cut Off Date of Day-1 would exclude anyone who was billed yesterday. I think you would be fine with RunDate in all three places. 

    I'm not sure why you're seeing 8x more than you usually do. Is it billing people $0? Or it may be charging missed pledges.

    Hope that helps.

    Ann

Reply
  • Former Member
    Former Member $organization

    Hi Krystal,

    We run ours only on the 15th with the following settings:

    Start Date: BgRunMonth
    End Date: EnRunMonth
    Cut Off:  RunDate

    The end date controls what will be billed. Tessitura will always bill any previous due amounts. You will have to identify people with failed payments and remove the missed scheduled payments or change the scheduled date to prevent them being charged for missed payments the next time they're billed.

    Your Cut Off Date of Day-1 would exclude anyone who was billed yesterday. I think you would be fine with RunDate in all three places. 

    I'm not sure why you're seeing 8x more than you usually do. Is it billing people $0? Or it may be charging missed pledges.

    Hope that helps.

    Ann

Children
No Data