We process credit card payments for donations on a monthly basis. We would like to have Tess generate an acknowledgement letter for only those payments that are final payments. I have set up a final payment acknowledgement type, but if I use it as the "Auto Billing Acknowledgement" everyone who is billed gets on the list.
Is there a way to have the credit card billing routine apply the same acknowledgement rules that are used during contribution entry?
Hi Jane,
It sounds like something is not set up correctly with the acknowledgement rule for your final payment acknowledgement. Check to make sure only the Final Payment transaction type box is checked for that final payment acknowledgment rule.
You should look over the Acknowledgments document, because setting up these rules can be a little complex. Here’s a link to the document: http://www.tessituranetwork.com/~/media/Documentation/Development/Contribution_Acknowledgements_and_Premiums.ashx
If you still can’t make it work, you should open a help ticket.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com