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Generate Pledge Schedule Letters from Gift Record
C
cmorganOct 4, 2024
You can generate other gift letter types from the LB widget on the gift record, but the new Pledge Schedule letters don't seem to have made it there yet.
Would love to see letters of that type available on the gift record page, as creating a list and batch for just a single letter is cumbersome. Thanks!
Comments
100% agree. We have supporters that need invoices for their accounting system. They want to pay $10k in 4 installments, so require 4 invoices with the installment amounts. We create/email the 4x invoices at the same time. The Pledge Schedule letters need to be available from the gift record. I see the original post was in 2024, its now 2026. Can this please be made available? Thanks!!