A pledge schedule lists the installments needed to fulfill a pledge. Open a pledge schedule to change the due dates or add, edit, or delete installments, or edit the schedule:

  1. Go to the constituent's timeline.
  2. Open the pledge schedule by doing one of the following:
    • Click the original pledge.
    • Click a pledge payment, and then click Pledge.
      Figure: Pledge items on the timeline Figure: Click Original Pledge from a pledge payment                   
  3. On the pledge, click the Schedule tab.
    • Payments received are listed on the left.
    • Details of unfulfilled installments are listed on the right. Click Unfulfilled then select All to view fulfilled and unfulfilled installments.

To add an installment:

  1. In the Installments section, click Edit, then select Edit Manually.  
  2. Click Plus icon in the row you wish to add a new installment after.
  3. Fill in the payment date and the installment amount.

    Note: Installments must be entered in order from earliest to latest date.

  4. Add or edit an installment so the installments equal the pledge total.
  5. Click Save.

To edit an installment:

  1. In the Installments section, click Edit, then select Edit Manually.
  2. Change the installment date and/or the installment amount.
  3. Add or edit an installment so the installments equal the pledge total.
  4. Click Save.

To delete an installment:

  1. In the Installments section, click Edit, then select Edit Manually.
  2. Click Delete button next to the installment you want to delete.
  3. Add or edit an installment so the installments equal the pledge total.
  4. Click Save.

To change a pledge schedule:

  1. In the Installments section, click Edit, then select Change Schedule.
  2. Select the first installment you want to modify. All installments from this date will be modified and the anticipated pledge balance as of this date is displayed.
  3. Enter a Start Date to restart the pledge.
  4. Select a new Frequency if needed.
  5. Enter an Installment Amount for the remaining installments.
  6. Click Generate Installments.
  7. Review the edited installment schedule.
  8. Click Save.

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