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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.
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!