Hello Tessitura Netowork!
We have been having some issues with our "multi-pay" pledges that are charged through the credit card billing payment and the Pledge Billing report. We have been mannually running the Pledge Billing report fo each fund at the same time every month, but some payments are being missed because they have different payment schedules. I made the suggestion of maybe setting up the report to automatically run once a week so we don't miss anyone, but people were not too thrilled with this idea. I was curious if there is anyone who has been automatically running this report and if they have been running into any issues with it. If not, what other systems are out there to streamline the monthly payment process? Right now, I am running the report without the update flag, checking each gift, and then running it with the update flag. Is this what others are doing as well? Any feedback on this issue would be appreciated. Thanks!
Cassandra Greenberg
McCarter Theatre Center
We now run credit card billing daily just for payments scheduled on the run date. It took a bit of doing to get it to run correctly. I have the report e-mailed to myself and several people in Dev so that we can catch errors if and when they occur. After a rough start, it (mostly) runs smoothly. Recent misfires have been because of human intervention—a change to the payment schedule not done correctly, being one example that jumps out.
Lucie Spieler
Florida Grand Opera
That would solve a lot of the problems we have been having. Do you need to go through the posting process when the report runs automatically? Thanks for your help!