Editing Existing Opportunties

Push Edit

Change information needed. To convert opportunities to the new gift installments design you will need to change the following:

Save opportunity

Hit Create Payments. This needs to be done for every opportunity including the one-time opportunities.

If you hit Create Payments more than once you will receive this warning:

You can use this to recalculate payments if the amount has changed. Note: You will need to delete any payments that no longer applies to the opportunity.