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 have quite a few donors who contribute through installment payments monthly.
We do not run pledge billing using a schedule; we run the billing manually twice a month. We schedule all payments for either the 1st or 15th of the month. We have set up billing schedules that the devo associate can use to create the pledge payment schedules (for example: 1st of the month for 12 months).
The devo associate reviews the entire billing with update flag set to “no” before running the billing, just as you do. It is fairly time-consuming process, but has helped us avoid other problems. After the run, she uses the billing summary report to help isolate the charges that did not process.
Susan Zukov
5th Avenue Theatre