Does anyone know how to setup auto-renewing memberships to hit the revenue of the memberships funds each fiscal year? I am able to setup a pledge for 10 years but the membership amount for those 10 years would be associated with the year I entered the pledge and not for the next 10 fiscal years.
Thank you. So by manually producing them, do you create ticklers each year to process the charge?
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Christopher Sherwood Sent: Tuesday, June 07, 2016 3:10 PM To: Phyllis Sanders Subject: Re: [Tessitura Memberships] Auto-renewing Memberships
Same at FTC; Took me about 6 months stuck on the "auto" part of auto-renewal not realizing that the record-keeping we have to have per state laws was easier done manually anyway.
I would highly suggest looking into your local laws and regulations surrounding automatic payments/renewal services as well if you plan on doing this. It can be very disruptive to find you're not following the rules too late.
From: Janet Grogan <bounce-janetgrogan2940@tessituranetwork.com> Sent: 5/26/2016 4:35:10 PM
We did quite a bit of research at Shedd and it seems to be a lot more work to set it up than to just have a report run and emailed to you on the day you choose to auto-renew. Yes, more manual work to charge the card but we found it much better as most cards aren't valid a year out anyway and found the set-up to be painful.
hope this helps.
janet from Shedd
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We actually implement a custom SSRS report that pulls all the relevant information. We use CSI's to track the notifications as required (per law). IIRC these are the fields on the report: