How to increase the total pledged amount and reschedule pledge installments for a pledge with no installment schedule and one payment applied to the balance
In order to increase the total pledged amount on a single installment pledge with at least one payment, first reschedule the pledge to include installments, then change the total pledged amount.
Enter the installments:
1. In Records, Gifts, open the pledge that needs to be adjusted. 2. Select Gift, Adjust from the menu bar. 3. Select the Installment tab and place your cursor in the date field. 4. Enter the date of the pledge. 5. Press tab to move to the amount column and enter the payment. 6. Press tab again to move to the next line. Enter the date and amount for the next payment. Repeat this process until the remaining balance (lower right corner) is equal to $0. 7. Click Save and close. 8. The Payment and Write-Offs Distribution screen will appear if there was a payment applied previously, select Auto Distribute to all and then close. Note: If you click the Schedule button on the gift record, the new schedule will appear.
Adjust the gift:
9. Select the Adjustment tab of the pledge. 10. Click Open. 11. Change the gift amount to the new increased amount. 12. Select the Installment Schedule tab. 13. Click Reschedule. 14. Indicate the new installment frequency, number of installments, and start date. 15. The new schedule listing will reflect the next five payments still due to come in. 16. Click Finish. 17. Review the information on the Installment Schedule tab for accuracy. 18. Click Save and close. 19. The Payment and Write-Offs Distribution screen will appear if there was a payment applied previously, select Auto Distribute to all and then close. Note: If you click on the schedule button on the gift record the new schedule will appear.