We may buy this module for RE and have a few questions. I'm checking with our account rep, but also wanted to ask the users. Are you required to use BB's processing for credit card payments? Can you generate email receipts for each monthly/recurring payment? Has anyone tried to run a payment...

Bonnie, Both.... (Just to be sure we're all on the same page. Recurring gift is different than recurring gift batch .) I have recurring batches with pledges and have recurring batch with pledges and recurring gifts. I have a recurring batch of recurring gifts. Recurring gifts can be set up on the...

As it's creating exceptions for everything my first guess is the gift date needs to be adjusted. In a recurring batch it's not necessarily the gift date in the batch fields (you actually don't have to update the batch field at all). Click to "commit batch", then on tab 3-Recurring...

JoAnn has the right trick for fixing the entries. The problem is in committing batch entries for pledges. It's either apply all or none in the commit process. We create a separate recurring batch for pledges and commit them applying each and every one of them to pledges. For those pledge payments...

Dianne, Yes. That's basically the purpose in my mind. I have one for staff with payroll deductions, some pledge payments and some recurring gifts. As I can have minor changes in records to include (someone didn't work that pay period) I just have to look over recurring batch compared to list...

I see that there is an option in the General Ledger module for this. I have a really long journal entry I do every month (approx 180 lines). Before I go in & set this up as recurring I wanted to make sure this will work for me. Basically the account numbers are always the same but the amounts change...

Does anyone have a best practice for handling recurring gift pay-cash payments that are associated with an old campaign. Right now, what we do is this. We run recurring batches on the 1st and 15th of each month. Each gift is associated with the campaign under which the original recurring gift was set...

Rose, At one point I thought that was your question and then I re-read and decided not - sorry. If your batches are coming out with different # at top of page and 'committed as' you have something telling RE it's recurring. Are you creating new gift batch using the create new gift batch button...

I recently created a recurring batch and the resulting problem is that now my batch number is out by one. That is: I created a recurring batch and called it "Smith" batch so that I might run this batch each time Mr. Smith's donation comes in. Then I created a new batch of general donations...

Open the batch, go to TOOLS/EDIT BATCH Make the batch recurring and then go in a make whatever changes you need. If you're not going to use the batch again - take the recurring option off.