Pledge is not marked Posted: How to change the installment schedule on a pledge marked as Not Posted.
*Note: If Reschedule is grayed out on a pledge, it may be Posted or adjusted.
- Not Posted, and installments have been partially paid: How to reschedule the balance of pledge with partial payments.
- Not Posted, and a single-installment pledge has been partially paid: How to set up installments for partially paid pledge when rescheduling a pledge with a single installment that has been partially paid.
- A single-installment pledge with a payment needs to be increased: How to reschedule an adjusted pledge with payments including a partial payment.
When the GL Post Status is Posted:
- Pledge is Posted: How to reschedule installments for a pledge marked as Posted.
- Pledge is Posted and Adjusted, with or without partial payments: How to reschedule an adjusted pledge with payments including a partial payment.
To increase the amount of a pledge:
- Raising the amount of a Posted Pledge: How to increase the amount and add installments to a pledge marked as posted
- To keep the same schedule on future installments: How to increase the gift amount of a partially paid pledge and keep the current installment schedule
- The new schedule will have an irregular frequency:
How to reschedule pledges with an irregular frequency
- To create a regular schedule following an irregular installment: How to create pledge schedule with regular installments following an irregular installment(s)
- If an existing payment has been applied to multiple installments:
How to reschedule a pledge with one payment applied to multiple installments
- To skip an installment and add it at the end of the pledge schedule: How to change an installment amount for one installment to $0 and add an additional installment to the end of the schedule to fully distribute pledge amount.
For more information, review our Community blog series on rescheduling pledges.