---
schema_version: "1"
id: ba28efb527cdc0a6fee992df731080746544aa55066a118eb2ea8f89cdebc490
title: Create Custom Installment Periods for Legacy Recurring Donations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_cust_install_periods_recurring_donations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_cust_install_periods_recurring_donations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8430482a8a2629a09c9ed3d9701f09feec479a45ae2ae5354d891d948f4843f8
description: NPSP Legacy Recurring Donations includes five commonly used installment periods, but you can add and remove custom installment periods as needed. For example, create an installment period for gifts made three times a year.
products:
  - Nonprofit
release: "264"
---
# Create Custom Installment Periods for Legacy Recurring Donations

NPSP Legacy Recurring Donations includes five commonly used installment periods, but you can add and remove custom installment periods as needed. For example, create an installment period for gifts made three times a year.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note As of April 29th, 2020, Nonprofit Success Pack offers a new version of Recurring Donations. For instructions on using this new version, see the [Enhanced Recurring Donations Upgrade Guide](https://help.salesforce.com/s/articleview?id=sfdo.npsp_enhanced_rd_upgrade_guide.htm). If you're unsure which version of Recurring Donations you're using, see [Which Version of Recurring Donations Am I Using?](https://help.salesforce.com/s/articleview?id=sfdo.npsp_which_version_of_rds_am_i_using.htm)

- **[Overview](https://help.salesforce.com/s/articleView?id=sfdo.npsp_cust_install_periods_recurring_donations.htm&release=264.0.0&type=5)**  
    NPSP includes five default installment periods, but you can add or remove installment periods as needed.
- **[Create a Custom Installment Period](https://help.salesforce.com/s/articleView?id=sfdo.npsp_cust_install_periods_recurring_donations.htm&release=264.0.0&type=5)**  
    Create a new installment period in NPSP Settings then add it to Installment Period picklist field on the Recurring Donations object to make it available to users.
- **[Delete Custom Installment Periods](https://help.salesforce.com/s/articleView?id=sfdo.npsp_cust_install_periods_recurring_donations.htm&release=264.0.0&type=5)**  
    When you delete an installment period, Salesforce removes it from the installment period drop down list for new Recurring Donations going forward. Installments on all pre-existing Recurring Donations will remain intact.

## Overview

NPSP includes five default installment periods, but you can add or remove installment periods as needed.

Recurring Donations comes with these installment periods by default:

- Monthly
- Quarterly
- Yearly
- Weekly
- 1st and 15th

If you need additional periods, you can create them. Creating custom installment periods is a two-step process. You need to create the custom installment period in NPSP Settings, and then add the custom installment period to the actual picklist field.

You can also delete installment periods from the list of options, but Salesforce will not delete installment periods for Recurring Donations you've already created.

## Create a Custom Installment Period

Create a new installment period in NPSP Settings then add it to Installment Period picklist field on the Recurring Donations object to make it available to users.

1. In the Nonprofit Success Pack, click the **NPSP Settings** tab.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher.
2. Click **Recurring Donations** | **Recurring Donations Custom Installment Periods**.
3. Click **New Custom Installment Period**.
4. In the Name box, enter the picklist name for the custom installment period (for example, “Tri-Yearly”).
5. Enter a Time Period Frequency and select a Time Period Type. For example, if you are creating a Tri-Yearly custom installment period, you would enter 4 and select Months.
6. When you're finished, click **Create Custom Installment Period**.

The installment period is created . . . but you're not finished. You must next add the custom installment period to your picklist field.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Click the **ObjectManager** tab.
3. From the list of objects, click **Recurring Donations**.
4. Click **Fields and Relationships**.
5. Click the **Installment Period** field.
6. In the Values list, click **New**.
7. Add one or more installment periods. Each value must be on its own line.
8. Click **Save**.
9. (Optional) To have the installment periods appear in a different order, click the **Reorder** button and reorder the list.

## Delete Custom Installment Periods

When you delete an installment period, Salesforce removes it from the installment period drop down list for new Recurring Donations going forward. Installments on all pre-existing Recurring Donations will remain intact.

1. In Setup, click the **Object Manager** tab.
2. From the list of objects, click **Recurring Donations**.
3. Click **Fields and Relationships**.
4. Click the **Installment Period** field.
5. In the Values list, click **Del** next to the Installment period you want to delete. (You'll be prompted to confirm the deletion.)