Identifying constituents by payment method

Former Member
Former Member $organization

For subscription orders we allow the option for patrons to go on a 12 month payment plan, so we use the invoice scheduling function.  The order is paid through two possible payment methods: 1) Easy Pay Credit (for credit card withdrawals), 2) Easy Pay Debit (automatic bank account withdrawals).  In Subscription Summary we use "12 Month Payment Plan" in Subscription Summary Type to then report on everyone who is using "Easy Pay".  Is there a report, list or output parameter, or T-Stats parameters where I can further create two separate lists with the constituents who used each of these payment methods?

I suppose I could have solved this by having two different "12 Month Payment Plan" types (Plan Credit, Plan Debit) but this is not in place so it would be great to be able to identify by payment method.

Thanks,

Duane

Parents
  • Hi Duane,

    You can create a list manager keyword using the t_payment table and pmt_method detail column to break those people out further.

    Here are the t_keyword entries that you need.

    Date type = Number
    Edit Mask = (blank)
    Detail Table = t_payment
    Detail Col = !.pmt_method
    Ref Tbl = tr_payment_method
    Ref Idcol = id
    Ref Desccol = description

    Hope that is what you are looking for.

     

     

Reply
  • Hi Duane,

    You can create a list manager keyword using the t_payment table and pmt_method detail column to break those people out further.

    Here are the t_keyword entries that you need.

    Date type = Number
    Edit Mask = (blank)
    Detail Table = t_payment
    Detail Col = !.pmt_method
    Ref Tbl = tr_payment_method
    Ref Idcol = id
    Ref Desccol = description

    Hope that is what you are looking for.

     

     

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