Edit the installment schedule for a commitment in a batch

1. On the batch data entry screen, in the data entry grid, select the revenue transaction to edit. For information about how to access a batch, see Batch Search.

2. From the Revenue tab toolbar, select Edit installments. The Installment schedule screen for the selected transaction appears.

   Tip: To quickly perform tasks on the toolbar ribbon using your keyboard, select Ctrl + M. Shortcut keys are then displayed over each feature that is available in the current view. To access a task, select the corresponding letter. To exit the shortcut key display mode, select Esc, or simply select your mouse.

3. Review the date and amount of the selected contribution. If required, adjust the installment schedule for the contribution.

4. The Pledge date or Recurring gift date field displays the date entered in the Date field on the data entry screen.

5. The Pledge amount or Recurring gift amount field displays the value entered in the Amount field on the data entry screen.

6. When the selected batch template includes the Installment frequency field, the Frequency field displays the frequency selected in the Installment frequency field on the data entry screen. When no installment frequency is specified in the batch, "Annually" appears by default. Enter the installment frequency as necessary.

7. When the selected batch template includes the Installment start date field, the Starting on field displays the date entered in the Installment start date field on the data entry screen. When no start date is specified in the batch, the date you enter the contribution in the batch appears by default. Enter the date of the first installment as necessary.

8. When the Revenue type is Recurring gift, this field appears. When the selected batch template includes the Installment end date field, the Ending on field displays the date entered in the Installment end date field on the data entry screen. Enter the date of the final installment as necessary.

9. When the Revenue type is Pledge, the No. installments field appears. When the selected batch template includes the No. installments field, the No. installments field displays the value entered in the No. installments field on the data entry screen. When the number of installments is not specified in the batch, "1" appears by default. Enter the number of installments as necessary.

   Note: The maximum number of installments for a pledge is 150.

10. When the Revenue type is Pledge, the Installment amount field appears. The program uses the values entered in the Amount field, Installment frequency field, and No. installments field in the batch to calculate the amount of each installment.

11. In the grid, the Date column displays the date each installment is due. The program calculates each installment date, using the values entered in the Installment start date field, Frequency field, and the No. installments or Installment end date field on the data entry screen.

    When no installment start date is specified in the batch, the date you enter the contribution in the batch appears by default.

12. In the grid, the Amount column displays the amount of each installment. For a pledge, the program uses the values entered in the Amount field, Installment frequency field, and No. installments field in the batch to calculate the amount of each installment.

13. In the grid, the Receipt amount displays the total receipt amount for each payment.

14. Select OK. You return the batch data entry screen.