Editing a Pledge: Rescheduling the Remainder, Changing the Amount

Sometimes it's necessary to edit a pledge for a number of reasons. This article will walk you through the different options available for editing a pledge. This article will cover:

How to change the payment schedule of a pledge
How to change the amount of a pledge

If you are looking for how to close and cancel the remainder of the pledge or how to write off a pledge, go to this article: Closing a Pledge.

To Change the Payment Schedule on a Pledge

From the Donation table:

1. Double-click the Pledge you want to edit
   
   
2. Under Donation Information on the right side of the screen, click the Change Pledge button
   (Right-click and "Open image in new tab" to enlarge)
   
   
   
3. Click the Reschedule the remainder of the pledge radio button
   
   
4. A new section at the bottom of the screen will become visible, edit the Payment Installment Schedule
   1.  NOTE: if the pledge payments are set up through authorize.net, you will have to re-enter the credit card information. This is a requirement enforced by authorize.net
      (Right-click and "Open image in new tab" to enlarge)
      
      
      
5. Click the Apply Changes button
   
   
6. When you return to the Edit Donation page, the Donation Information section will update to your new choice. There will be about a 5-second delay for it to update.

To Adjust the Total Pledge Amount

From the Donation table:

1. Double-click the Pledge you want to edit
   
   
2. Under Donation Information on the right side of the screen, click the Change Pledge button
   (Right-click and "Open image in new tab" to enlarge)
   
   
   
3. Click the Change the Total Amount of the Pledge radio button
   
   
4. A new section at the bottom of the screen will become visible, enter the new amount under Change the Amount of the Pledge
   1.  NOTE: if the pledge payments are set up through authorize.net, you will have to re-enter the credit card information. This is a requirement enforced by authorize.net
      
      
5. Click the Apply Changes button
   (Right-click and "Open image in new tab" to enlarge)
   
   
   
6. When you return to the Edit Donation page, the Donation Information section will update to your new choice. There will be about a 5-second delay for it to update.