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Status Not Prioritized
Categories Transactions
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

  • Attach files