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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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Parents
  • $organization

    We run the pledge billing on the 1st and 15th of each month.

    I have schedules for FY19 and FY20 for the 1st and the 15th because of receivables and straddling fiscal years.

    So for example, I have the following schedules running at the same time:

    • FY19 Indiv 1st of the Month
    • FY19 Indiv 15th of the Month
    • FY20 Indiv 1st of the Month
    • FY20 Indiv 15th of the Month

    When I enter a pledge, I set each payment to the 1st or 15th of the month - that way I don't  have to use variable data and hope that the report picks up the payment I want.

    When someone misses a payment, I do follow-up with them as best I can to ask them for new card info, to extend the payments, or to make a catch-up payment. If they want to extend, then I adjust the payments to the month they want to re-start payments.

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  • $organization

    We run the pledge billing on the 1st and 15th of each month.

    I have schedules for FY19 and FY20 for the 1st and the 15th because of receivables and straddling fiscal years.

    So for example, I have the following schedules running at the same time:

    • FY19 Indiv 1st of the Month
    • FY19 Indiv 15th of the Month
    • FY20 Indiv 1st of the Month
    • FY20 Indiv 15th of the Month

    When I enter a pledge, I set each payment to the 1st or 15th of the month - that way I don't  have to use variable data and hope that the report picks up the payment I want.

    When someone misses a payment, I do follow-up with them as best I can to ask them for new card info, to extend the payments, or to make a catch-up payment. If they want to extend, then I adjust the payments to the month they want to re-start payments.

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