Hello everyone!
We are redoing our individual giving page and was hoping to integrate a payment split option. I can see from the Web API docs that there is a method for creating an order payment plan and since contributions over the web go through the ticketing module, does anyone know if the the payment plan carries over to the contribution side?
It seems to me that it would attach to the order and then bill the order which would in turn pay the contribution but just looking at the contribution, it may not be apparent that there is a payment plan unless you looked at the order. Correct?
Thanks in advance,
Sean
Hi Sean,
You are correct. Technically you can add a payment plan to a ticket order contribution, but you would not be creating a pledge. All billing would have to managed with the Ticket Order Billing utility. The contribution would show not show up in the contribution history and on the contribution reports until you had fully paid the order (or if there were other things in the order the contribution part of the order, which is the first thing any order payments are applied to). Because of this, we generally don’t recommend using order payment plans to create work around pledges. I think it would be cleaner, though require more website coding, to take the first payment as an on account payment, create a CSI to indicate the terms of the pledge, and then have someone in the development department manually create the pledge contribution based on those two pieces.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com
The recommendation that Kevin describes is exactly what we have set up through our website. Our online ticketing provider is POP who helped us develop this page, giving the option of either a single payment or setting up a payment plan:
https://secure.grandtheatre.com/support/
The first payment goes into Development On Account and a CSI is generated indicating monthly payment amount, the fund designation, future payment requests for the 1st or 15th of the month, and preferred House Program Name Listing. The Development Department runs a CSI Tracking Report to identify new monthly plan donors and then manually creates the pledge.