- In Batch, create a new batch and select the fields for your form.
- On the data entry sheet, enter a pledge.
- Before moving to the next line, select Gift, Installment Information from the menu bar to set up an installment schedule for the pledge.
- On the Pledge Installments screen, enter the number of payments and select
the payment frequency. Click Distribute to generate the schedule.
- Click OK.
- Select Gift, Add Payment to Pledge from the menu bar.
- Enter the pledge payment amount in Payment amount, click Auto-Distribute, and then click OK.
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