1. Open the Pledge in question
  2. On the Gift tab, click Schedule
  3. Manually change Amount in the row/installment that has a partial payment on it to the amount that was paid for the installment
  4. Manually change the Amount of the next row so that the total amount of the pledge is correct (i.e., the original installment amount plus balance of previous installment)
  5. Click OK
  6. On the Gift tab, click Schedule
  7. Click Reschedule and reschedule the pledge installments as needed

For example, Angela Diresta made a $100,000 Pledge with annual installments of $25,000 for 4 years.  The current Pledge Balance is $35,000 ($65,000 has been paid).​
  • The third installment was made for $15,000 (not the full $25,000).  The balance on this installment is then $10,000:
Angela Diresta's Installments/Payments tab of Pledge with Partial Installment paid
  • Per Step 3: Change the Amount for the 3rd installment (with the partial payment) to $15,000 - This is the amount that was partially paid
  • Per Step 4, Change the Amount for the next installment to the original installment amount that was listed + the installment balance from the row above ($25,000 + $10,000 = $35,000)
New Amounts for Installment Schedule
  • Continue with Step 5 to save the changes and Reschedule the full pledge balance