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Automatic Credit Card Charges for Pledges

Former Member
Former Member $organization

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

Parents
  • $organization
    We do not have a huge amount of donors who wish to be charged payments on their credit cards, but this is the process we use for the ones we do have.

    We have the Pledge Billing Report scheduled to run twice a month; on the 1st for payments set to be made from the 16th-30th of the previous month and then on the 15th for payments from the 1st-15th of the current month (this is actually set up for a little overlap just in case). We have scheduled the report to be emailed to key people in the organization. When the report is receive I go to the batch administrator and see which cards were processed with payment received. If payment was not received, I look into what could have happened; exp credit card, incorrect number compared to paper documentation, etc. For the payments which were not processed, I then try to run them each manually, as if I were just entering a batch of credit card payments. If that does not work, then I speak to someone above me, or the database admin. Someone may end up contacting the donor or it is possible that something is not quite working with the report.

    You can schedule the report to run/email to you for a couple of times. If what appears are the names and accounts that you expect, then you can see how well you trust Tess to auto-bill.

    Hope this helps.

    Happy Holidays!

    Marie F. Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64110
    816-931-2232
    816-931-1172 (fax)
    www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Cassandra Greenberg
    Sent: Mon 12/27/2010 3:32 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Automatic Credit Card Charges for Pledges

    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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Reply
  • $organization
    We do not have a huge amount of donors who wish to be charged payments on their credit cards, but this is the process we use for the ones we do have.

    We have the Pledge Billing Report scheduled to run twice a month; on the 1st for payments set to be made from the 16th-30th of the previous month and then on the 15th for payments from the 1st-15th of the current month (this is actually set up for a little overlap just in case). We have scheduled the report to be emailed to key people in the organization. When the report is receive I go to the batch administrator and see which cards were processed with payment received. If payment was not received, I look into what could have happened; exp credit card, incorrect number compared to paper documentation, etc. For the payments which were not processed, I then try to run them each manually, as if I were just entering a batch of credit card payments. If that does not work, then I speak to someone above me, or the database admin. Someone may end up contacting the donor or it is possible that something is not quite working with the report.

    You can schedule the report to run/email to you for a couple of times. If what appears are the names and accounts that you expect, then you can see how well you trust Tess to auto-bill.

    Hope this helps.

    Happy Holidays!

    Marie F. Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64110
    816-931-2232
    816-931-1172 (fax)
    www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Cassandra Greenberg
    Sent: Mon 12/27/2010 3:32 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Automatic Credit Card Charges for Pledges

    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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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