Bi-Weekly Pledge Billing

Hi all,

We are trying to create a pledge billing utility that runs twice a month, billing once at the beginning of the month and once on the 15th of each month. 

Is this possible? and what start, end, and cutoff date should we be using?

We previously had everyone billed once a month, we tried to create a second schedule but now it seems like it tries to catch everyone in both schedules. 

Thanks,

Hoori Barkh

Development Coordinator

 Arts Club Theatre Company

 

604.687.5315, ext. 266

  • I use relative dates. Here is a screenshot of what I have set up.

     

    I set up 2 reports with the same relative dates in the parameters. The run date for the schedule is the 1st or 15th.

     

    For my 1st  and 15th of the Month:

     

    I hope that helps.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Hoori Barkh
    Sent: Tuesday, June 21, 2016 4:44 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Bi-Weekly Pledge Billing

     

    Hi all,

    We are trying to create a pledge billing utility that runs twice a month, billing once at the beginning of the month and once on the 15th of each month. 

    Is this possible? and what start, end, and cutoff date should we be using?

    We previously had everyone billed once a month, we tried to create a second schedule but now it seems like it tries to catch everyone in both schedules. 

    Thanks,

    Hoori Barkh

    Development Coordinator

     Arts Club Theatre Company

     

    604.687.5315, ext. 266




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  • Thanks Marie! Yes this does help :)