Receipts to also include Next Installment Due/Date

Amy Stubbings

We'd like to adjust our pledge payment receipts to also include the Next Installment Amount, and Next Installment Due Date. It doesn't seem like those are fields I can choose in Mail/Receipts. 


Several organizations near us do this, but they don't use RE. Does anyone have a work around? 

JoAnn Strommen

Amy,

If the installment amounts are equal you may be able to do it with a Word merge thru Export. The Next Transaction Date is an available field, but not next amount.*I don't see it anyway.) If it's the same as the receipt amount each time it could possibly work. Would require careful monitoring if they did not pay the installment amount, paid less or more.


Might be a field others would want - could put the suggestion to add it on the Idea tab. Hadn't thought about the need for it. We don't receipt our monthly donors until year end, have very few quarterly and could just pull in installment frequency if I felt need to remind them, and don't see need for annual installments. But, it might be something others would use.