Good Morning all! I am trying to set things up to be able to use invoicing for Pledges/Contributions, but I'm hitting a wall and keep getting nothing on any of the reports that pertain to invoicing. What's the trick? Am I missing something, or does invoicing simply not work for contributions? We have an invoice payment method, and are using the invoice billing type. I'm sure it's a checkbox somewhere or something simple, but I can't seem to figure it out.
Hi Brandi,
Are you using the Pledge Billing report?
Feel free to call me at 989-631-5930 ext. 1210 and I'll help you out. There are lots of parameters that come into play when trying to print invoices.
Thanks! I may take you up on that on Monday if that's okay? Is there a time that would work best for you? I am specifically trying to get it to charge the credit cards automatically.
Brandi,
Unfortunately Monday is not good for me. I'm in my office most of today or throw me an email at stevens@midlandcenter.org and we'll set something up together.