The finance plan allows for additional flexibility in the cashflow and fundraising process.
There are two ways to turn the finance plan on.
- 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.
- 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.