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Status Not Prioritized
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Created by Guest
Created on Aug 1, 2024

Streamline setting up an installment plan when creating a pledge

Streamline setting up an installment plan when creating a pledge so that you can more easily add pledges. Possible areas of friction:

  • The majority of donors intend to make one payment, and don't have a specific date in mind. As a general rule of thumb, the system could default to a single payment X months after the pledge is made. That way users only need to update the installment plan if they know more details.

  • Having installment setup on a separate tab is hard to notice

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  • Guest
    Jun 4, 2025

    Agree! Most of the pledges we receive are a promise of one payment. It seems really stupid to have to set up a custom schedule with one payment for the full amount. It should be easy to at least add "Once" as a Frequency option (and then automatically set the installment amount and number of installments).