Hi everyone,
Here at The Australian Ballet we are hoping to adopt the payment option of allowing donors to give on a monthly basis. Right now, however, I am manually banking these pledge donations one by one seeing that we have only a handful of people on board (they have agreed to be my test bunnies). I have tested running the Pledge Billing Report in the Foreground without a problem however now I’m a little stuck on setting the parameters for Scheduling the report. What I am trying to do is schedule this report to run on the 15th of every month so that a batch will open, credit cards will be billed for all scheduled pledge donations, the batch will then close and be posted (all on its own!).
Can someone please advise me of what parameters to use for the following?
Start Date/Begin Current Period:
End Date/End Current Period:
Cut Off Date/Prev Billing Cutoff Date:
I have read all the Tessitura documentation but am still I’m very confused about the Tessitura lingo i.e Report run date, Beginning of report run month, End of report run month, Beginning of: report run date +/- n months, End of: report run date +/- n months etc, etc.
I've tried different set ups but none of them did what I wanted so I thought I'd seek some advice. What I would like to do is schedule this report to run on the 15th of every month for 12 months so that it bills those credit cards on the billing schedule.
Your help is most greatly appreciated!!!
Thanking everyone in advance,
Katherine
If you, or anyone at your organization is attending the conference, there is a training session on pledge and order billing.