If your pledge is not posted:
If your pledge is not posted, rescheduling installments can be easily done on the Installment/Write-off Activity tab of the pledge record.
  1. Open the pledge record.
  2. On the Installment/Write-Off Activity Tab click Reschedule Installments to schedule installments that have not yet been paid. Note: You will not be able to reschedule installments that have already been paid. User-added image
  3. In the Reschedule remaining installments screen, you can change the following: 
    1. Next Installment Date
    2. Frequency
    3. Installment Amount
    4. Dates of the Installments 
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  4. Click Save to complete your changes. 
If your pledge is posted:
If your pledge is posted, you won't see the option above to Reschedule Installments, so you will need to reschedule the installments by editing the pledge. 
  1. Open the pledge record. 
  2. In the upper left under Tasks, click Edit Posted Pledge
  3. Under the Installments section, you can change the following: 
    1. Next Installment Date
    2. Frequency
    3. Installment Amount
    4. Dates of the Installments (click into the date grid to make this change) User-added image
  4. Next, you will need to add an Adjustment date, Adjustment post date, and an Adjustment reasons under Adjustment details. User-added image
  5. Click Save.
  6. If your pledge has any paid installments that are also posted, you may receive the following error upon saving: User-added image
  7. If you received this message, to add adjustment details to the payments, click Edit installment designations. User-added image
  8. Under Payment Adjustment Details, we will also have to specify an Adjustment date, an Adjustment Post Dates, an Adjustment Reason, and add Adjustment Details for the pledge payments we are changing. Click OK. User-added image
  9. If your adjustment date and adjustment post date do not match the post date of any of the posted payments, you will receive the error below. Since rescheduling installments does not require a revenue adjustment to your previously paid installments, click Yes to proceed. Altru will not remove the paid installments from their deposits. To read more about this message, see our related solution: If a payment adjustment is required, the adjustment post date you enter must be the same as the post date of one or more of the deposits containing payments for this pledge... - when editing pledge installments 
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  10. Click Save to complete the process of rescheduling installments.