Hi there,
Does anyone know or have experience using the Pledge Billing Utility for reminders? Is that even possible without charging donors? I have been told it is but with all the research I've done -- I'm officially stumped.
We are trying to figure out going forward how to get better about sending reminders, to donors with open pledges, quarterly, semi-quarterly, and such. We started using the Pledge Balance Detail report, which is great for past pledges, but basically we would like to make this a more efficient process with future pledges so that the reminders are sent in more of a timely manner.
Would love to hear ideas!
Thank you!
Hi Christie,
I'm only familiar with using pledge billing as a utility, but it certainly has a "review only" feature to ensure patrons aren't charged, so it's conceivable that there are other ways to use it. I also rely on the Pledge Balance Detail for billing. If it doesn't already have it, what you'll want for future billing is "next date due" and "next amount due" to aid your work. (my copy is custom with a bunch of fields including email, phones, and mailing which is super helpful)
Megan
I second Megan's suggestion about the review only mode. I use the Pledge Billing Utility along with the Pledge Balance Detail Report as well. The Pledge Balance Detail Report is a way for me to double check that the payments were processed without going into each account.