- Create a gift.
- In the Gift type field, select Pledge.
- Open the Pledge Installment Schedule screen:
- If you're adding the gift in Records, click Schedule on the Gift tab of the gift.
- If you're adding the gift in Batch, select Gift, Installment Information on the menu bar.
- Enter the appropriate frequency, the number of installments, and the starting on date.
- Click the Distribute button.
Note: If selecting Irregular as the frequency, the Distribute button is grayed out. Each installment date and amount must be entered manually.
- Click OK to save the installment schedule.
- Save the gift record or commit the gift batch.
Note: To automatically open the Pledge Installment Information for [Constituent Name] screen for each pledge in Batch, select Tools, User Options from the menu bar. On the Batch tab, highlight Gift batches and mark the Automatically display installment schedule checkbox.