Manage write-offs for a recurring gift installment

Once an installment has been written off, you can edit or delete the write-off using the Manage write-offs option.

1. Access the record of the recurring gift with the installment amount to write off. For information about how to access a revenue record, see Search for Transactions.

2. On the Activity tab, select the double arrows next to an installment to expand its row. From the action bar that appears, select Manage write-offs.

   Details including the installment date and number, original installment amount, and the current installment balance appear.

3. For each write-off, you can edit the write-off date, amount, and reason code.

   As you change the amount, the current installment balance updates to reflect the remaining balance.

4. To delete all write-offs, select Delete all write-offs.

   To delete a single write-off, select the installment row you want to delete and press Delete on your keyboard. Alternatively, when you change a write-off installment amount to zero, the write-off is deleted.

5. Select Save.

   All write-offs are removed from the activity timeline and the installment balance returns to the past due amount before the write-off.