How do I turn on the Finance Plan?

The finance plan allows for additional flexibility in the cashflow and fundraising process.

There are two ways to turn the finance plan on.

    1. You can turn the Finance Plan on when creating a campaign by checking the “Use finance plan box” and entering the finance plan categories you’d like to use.
    2. You can turn the finance plan on for an existing campaign.

    ⚠️ If you turn on the Finance Plan for an existing campaign, your existing contributions will be deleted. Please be sure to backup everything you want to retain.