Best Practices - recurring payment tracking

Heather MacKenzie:

Keli Honsberger:

Good afternoon.  We recently migrated over from etapestry and in that environment when a donor created a monthly, recurring payment plan the processing was done automatically so I'd receive an email with the number of transactions, who paid what and if the credit card was declined. I could also easily report on what payments were outstanding, etc. Normally I wouldn't need to use that report except for forecasting but it proved helpful to make sure the payments were set up correctly in RE. 


With RE, I was wondering what your best practices are to capture all of the recurring payments r recurring donors so that we're not missing anyone because of a data oversight.  We've already run into some data conversion issues that we didn't realize were issues until we started processing these payments.


Thank you for your help.


Keli Honsberger


 

Hi Keli,


Are these recurring gifts or pledge payments?  Have they been set up with the credit card information in their gifts?  Do you have the EFT module?  If you have the EFT module, I can give you a couple suggestions for getting them handled.


For your reporting needs, try the "Pledge & Recurring Gift Reports" area.  I like the past due report, and haven't used many of the others, but playing around with them should help lead you to what you need.