How to track enrichment cedits and invoice organizations monthly?

Martin Bongers

We’re building an enrichment API where organizations use credits to enrich alumni data. Instead of individual payments or donations, we want to track usage per organization and invoice monthly.

Has anyone set this up in Raiser's Edge NXT or integrated a similar workflow? Looking for tips on managing credits, monthly billing, and linking usage to organizational accounts.

Lucy Ruiz

@Martin Bongers Not familiar with this type of set up. But trying to think this through

1. Cash Donations == will help you count credits if that's what you are looking for. I would suggest perhaps using the gift type = Other and a set Camp, Fund and Appeal (CFA) structure.
2. Pledges = you can establish a set amount of credit and then draw down from these credits similar to a pledge payment. Once again using gift type = other and specific CFA
3. Recurring Gifts = every month the orgs would be paying off credits.

=====IN ANY OF THE ABOVE SCENARIOS THERE IS ALWAYS THE RISK OF THIS DATA CO-MINGLING WITH TRUE DONATION DATA SO YOU WOULD HAVE TO PUT SAFEGUARDS INTO THE SYSTEM TO ENSURE THAT PEOPLE IN THE FUTURE KNOW WHAT THIS IS – NOT YELLING JUST WANTED TO BE SURE IT WAS EMPHASIZED =====

1. Alternatively, you could use actions to track the credits – set up a specific action type and then count the number of actions.

Let us know how you decide to work through this scenario, it does sound interesting.