If a pledge was entered incorrectly, we will receive an error message when adjusting the date of the pledge if this date falls after the date of the first installment. In order to edit the pledge, we will need to remove the payment that have been applied to the pledge, edit the installment dates, edit the date of the pledge, and then reapply the payments to the pledge. 

Step 1: Adjust the application of any payments applied to the pledge
  1. On the Constituent's Record, Click Revenue then Revenue History
  2. Filter on the Type: Pledges. Click the Hyperlinked Revenue type to Navigate to the pledge record
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  1. On the pledge record, navigate to the Installment/Write-off Activity Tab
  2. Click the payment that is associated with the installment
  3. In the task bar on the left, Click Edit Payment
  4. In the Current Applications Section, Click the Application and Click Remove
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  1. Adjust the Application to reflect a Donation, Choose a Designation, and Click Add
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  1. Save. Note the Revenue ID of the payment
  2. Navigate back to the Pledge record and continue steps 1 - 6 until all payments have been removed from their installments.
Step 2: Edit the Pledge and the Installment Dates on the Pledge
  1. Navigate to the Pledge Record, Click Edit Pledge in the Task Bar on the left
  2. Adjust the Date and Installment Dates of the Pledge
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  1. Save
Step 3: Edit the Pledge Payments so that they are applied back to the Pledge
  1. From Revenue, Click Transaction Search, Search and Select the Revenue ID of the first payment that should be applied to the pledge
  2. In the task bar on the left, Click Edit Payment
  3. In the Current Applications Section, Click the Application and Click Remove
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  1. Adjust the Application to reflect a Pledge, Choose the Pledge this payment should apply to, and Click Add
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  1. Save
  2. Continue Steps 1 - 5 until each payment has been reapplied to your pledge