Source: https://www.youtube.com/watch?v=qaoR0ZiAyiw&t=0s&list=PLU8xqF8ZASbXWAHIF0SB1P9_3G4vvRMXI&index=7
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Payments allow you to split a donation commitment over a fixed period of time and track and future payment
Create the New Opportunity (Donation)
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Set Close Date to:
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the last payment date so it will appear as the last gift date on the contact
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or the date the gift was committed
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- Set the Stage to Pledged
After saving the Opportunity, select Schedule Payments from the Payments related list on the new opportunity
Set up the:
- # of Payments
- Interval
- Payment Method
Press the Calculate Payments Button to generate a list of payments
Assuming that the donor has given their first payment, set the Payment Date and check the Paid checkbox for the first entry. Click Create Payments
