Re-scheduling pledge installments with un even pledge installments

Sofia Bonnelly

Good morning, I need to reschedule a pledge where the donor is paying $208. per  month. However, they over paid the previous month $50 more the previous month. I want to reschedule it to $208.00 a month. He owes $5,124 on this pledge. I am not able to reschedule it. Does anyone has a suggestion?

Carolyn Moatz

You should be able to reschedule it by making an adjustment (open the gift, click on gift, adjust) on the pledge. You can leave everything else the same, but you'll be able to reschedule the pledge on the 2nd tab. If you're integrated with FE, the adjustment will post, so just let your FE person know what's up.

JoAnn Strommen

As Carolyn posted, you should be able to reschedule it.  You will most likely need to manually enter the $208 for future months and enter a past payment amount that will include the overpayment.  If you don't enter the overpayment as an amont due, it will continue to decrease the balance due.


You can paste in the $208 for each month.  It can be a little tricky to adjust a payment schedule with an overpayment like this to get future payments as desired but it is certainly do-able.  Have had to adjust several over the years.

Faith Murray

As mentioned by others, Gift Adjustment is the way to go. I've done several of these as well, to change installment amounts as well as due dates. One thing I note is that, if your org is integrated with FE, pledge adjustments create a mess on the FE side. (Our accountant tells me that each installment comes over as a gift deletion and re-entry, so if you have 25 future installments, that would be 25 entries on the FE side, rather than one.) So I generally prefer to wait until our accountant is finished processing the regular day's gifts, and then perform any pledge adjustments so that she can pull the transactions over and process them separate from the regular gift posting.