- Go to Revenue and under Processing, click Global Pledge Write-Off
- Click Add to add a new write-off process
- Name your process
- Under Selection, add a selection of pledges to write off. This selection can be an existing revenue query, or you can create a query on the fly by clicking the Search icon, then clicking Add from the search screen. This selection should contain only the pledges you would like to write-off.
- Select a Post Status and Post Date if applicable
- Select your Write-off Reason and add any comment. This reason will be applied to all of the write-offs.
- Save your Process
- When you are ready to write-off your pledges, click Start Process.
Use the Pledge Write-Off Batch to write-off multiple pledges or specific installments: