Can I change the pledge schedule after payments have been received?
Modified on: Tue, Dec 6, 2022 at 7:06 AM
Yes. You can change the scheduled amounts and due dates even if some payments have already been received. Open the pledge and double click on any date or amount to make changes, then click the green Save button at the top or bottom of the screen.
The number of payments can be increased or decreased in the Number of Payments block, but you will also need to ensure the new payment amount is entered either as the new total amount (including previous payments) or the new amount being paid on the frequency selected to see the new total reflected. The example below increases the number of payments from 12 to 17 and with the monthly pledge amount entered as $100, the new total of $1,700 is reflected in the top section. Click Save to complete the change.
You can also edit individual pledge payments from the main Gifts Grid or the constituent's Gifts Tab. Open the applicable pledge payment and make your edits. Click the green Save button at the top or bottom of the screen to save your changes. The changes will be reflected in the pledge payment schedule.
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