Let's say Robert Hernandez pledged $1,000 and paid three installments of $300 each, leaving a $100 balance. Mr. Hernandez decides not to pay the remaining balance. To write off his $100 pledge balance:
- Highlight the original pledge on the constituent record's Gifts tab and click Open.
- Select Gift, Write Off from the menu bar. Click New Write-Off. The New Write-Off screen appears.
- Enter the write off amount in the Amount box and click Auto Distribute.
- Enter a Reference if applicable.
- Click Save and Close to save the Write-Off.
- Click OK
- Click Save and Close to save and close the gift record.