I'm looking to get some advice on automating our monthly donor process. Currently we process our monthly donors manually on the 15th of every month and this allows us to set up a trace to track any errors that could occur. What i would like to see happen is this process automated so that if scheduled any donor gifts would automatically billed and processed. Is there a way to set up a trace if doing it this way and can it be done on any day scheduled. I think donors should have the option of having their donations come off of their credit card any day that we agree and schedule for. Does anyone else do anything similar?
Chris,
You should check out the document on Pledge Billing.
http://www.tessituranetwork.com/network/Learning/Documentation/Development/Pledge%20Billing.aspx
It allows you to automate the process and get a report on any payments that do not get processed for one reason or another. We encourage donors to have their payments on the 1st or 15th of the month - 99% do and so I run the Pledge Billing report on those days. If a donor prefers a different day, I set up ticklers for myself to do those payments manually.
Dale
We are planning to do the recurring gifts program this year. With using pledge billing for the automated credit card processing do I get notification if the credit card has expired or invalid. Does it show on the report?
Cheers
Min