• Adjust the gift to edit the installments of the pledge with a single, partially paid, installment:
    1. Open the original pledge
    2. Select Gift, Adjust from the menu bar to access the Adjustment, Installment Schedule, and Split Gift tabs
    3. On the Installment Schedule tab, enter total amount of payments as the amount for the original single installment date. NOTE: You can find the total on the screen in the status bar at the bottom, you will see "Paid Installment: $[total paid]
    4. Press tab to go to the next line and enter the remaining installment dates and amounts manually
    5. Click Save and Close. The Payment and Write-off Distributions window appears.                                                                                                        
    6. Click View Installments and choose to auto-distribute the payment amount to the first installment only (that has been already received). 
    7. Repeat for any remaining installments that have been paid, choosing to auto-distribute the payment amount for each installment one at a time.
    8. Save the pledge and click on the Schedule button to view and verify the installment schedule

  • Create a new pledge:
    1. Write off the remainder of the pledge
    2. Create a new pledge with the desired installment schedule for the balance of the other pledge.