RE: [Possible SPAM] Re: Pledge Billing Schedule and Summary

Krystal Parsons $organization over 10 years ago

Thank you so much. I appreciate your help!

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Hoyt
Sent: Friday, August 14, 2015 9:26 AM
To: Krystal Parsons <kparsons@austintheatre.org>
Subject: [Possible SPAM] Re: [Tessitura Development Forum] Pledge Billing Schedule and Summary
Importance: Low

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

From: Krystal Parsons <bounce-krystalparsons3713@tessituranetwork.com>
Sent: 8/13/2015 6:26:38 PM

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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