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Automatic Pledge Payments?

Last post 11-19-2008 12:50 PM by Douglas Clinton. 1 replies.
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  • 11-12-2008 6:11 PM

    Automatic Pledge Payments?

    Hello,

    I am able to enter pledges and pledge payments without any issue, but is there a way to set Raiser's Edge to automatically charge the credit cards for every payment? For example, I want to set all pledges to pay on the 1st of every month...how would I make this happen?

    Thanks in advance.

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  • 11-19-2008 12:50 PM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 575
    • Organization: BB Test Site - do not change address or org name
    • Products:  The Raiser's Edge

    Re: Automatic Pledge Payments?

    Hey Christine,

    The closest way to automate this is through Batch. If you have the EFT module, you can automatically generate transactions/payments that way (BB19899). If you don't have EFT, you can still streamline your process by using a recurring batch of those transactions (BB41948).

    Hope that helps!

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