Salesforce Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant Question # 3 Topic 1 Discussion

For donors who prefer to have their recurring donations three times per year, follow these steps to create a custom installment period in NPSP:

Navigate to NPSP Settings:

Go to the App Launcher and search for "NPSP Settings".

Access Recurring Donations Settings:

In NPSP Settings, click on "Donations".

Select "Recurring Donations".

Create a Custom Installment Period:

Click on "Custom Installments".

Add a new custom installment period named "Tri-Yearly" or any other preferred name.

Define the specific details for this installment period, such as frequency and dates.

Add to Installment Picklist:

Ensure the new custom installment period is added to the Recurring Donation installment picklist.

Update existing recurring donations as needed to use the new installment period.

This customization allows the organization to accommodate donors who prefer tri-yearly installments.

References:

Salesforce NPSP Documentation: Recurring Donations

Salesforce Trailhead: Recurring Donations in NPSP