Add functionality to credit card installments that would allow for an open dated remaining balance
Functionality that would allow users to set-up credit card installments for a constituent and then leave the remaining balance.
For example, John Doe gives a pledge of $1000 and tells the organization he would like to charge his card $100 from Jan to May and then at the end of the year he'll make a stock transfer for the remaining balance.
Right now there's no functionality to put and "end date" on the charge. CRM requires a date on installments and will still want to make that last installment charge of $500 on June 1st if reminders are not set for members of the Finance team to make the adjustment to a later date.
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Guest
- Feb 20 2020
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | The Jewish Federations of North America |
| Reported Version | 4.0 |
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