Write Off a Recurring Gift Installment

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

2. On the Activity tab, select Write-off installments on the action bar. The Write-off recurring gift installments screen appears. All installments eligible for a write-off display.

   Tip: Installments with a partial or full remaining balance display with a status of "Past due" or "Expected." The status depends on the rules you define for a recurring gift status update business process. For more information about the business process, see Update Recurring Gift Statuses.

   Tip: When an installment is due less than five days prior to the current date, the installment is eligible to be skipped or written off. When an installment is due more than five days prior to the current date, the installment is only eligible to be written off. For more information about how to skip an installment, see Skip and Undo Skips for Recurring Gift Installments.

   From this screen, you have the flexibility to write off one or multiple installments.

   The Past due field displays the total amount past due toward the recurring gift.

3. In the Date field, select the date of the write-off.

4. In the Amount field, enter how much of the recurring gift to write off.

5. In the Reason code field, select the reason for the write-off.

   Tip: To configure write-off installment reasons codes, from Revenue, select Reason codes under Configuration. From the Revenue tab of the Reason Codes page, under Write-off, you can work with reason codes for installment write-offs.

6. In the grid, enter how much of the write-off amount to apply to each past due or underpaid installment. To apply the amount toward all installments, select Auto-Distribute.

   Note: When you enter an amount that is less than the total past due amount, and select Auto-Distribute, the program pays off the installments in the order of oldest to most recent.

7. Select Save. You return to the Activity tab.

   Under the Activity column, "Write-off" displays next to each installment write-off. The balance of each affected installment is adjusted based on the write-off amount.

   Tip: For installments with a remaining balance, you can continue to use the Write-off installment option to write off all or a partial amount of one or more installments. You can also write off an individual installment. To do this, on the Activity tab, select the double arrows next to an installment to expand its row. From the action bar that appears, select Add a write-off. For more information about how to write off an individual installment, see .

   Tip: 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, refer to 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 Add a write-off. The Add a write-off screen appears.

   Tip: Installments with a partial or full remaining balance display with a status of "Past due" or "Expected." The status depends on the rules you define for a recurring gift status update business process. For more information about the business process, see Update Recurring Gift Statuses.

   Tip: When an installment is due less than five days prior to the current date, the installment is eligible to be skipped or written off. When an installment is due more than five days prior to the current date, the installment is only eligible to be written off. For more information about how to skip an installment, see Skip and Undo Skips for Recurring Gift Installments.

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

3. In the Write-off date field, select the date of the write-off.

4. In the Write-off amount field, enter how much of the recurring gift to write off.

5. In the Reason code field, select the reason for the write-off.

   Tip: To configure write-off installment reasons codes, from Revenue, select Reason codes under Configuration. From the Revenue tab of the Reason Codes page, under Write-off, you can work with reason codes for installment write-offs.

   The new installment balance reflects the remaining amount after the write-off.

6. Select Save. You return to the Activity tab.

   To view a timeline of details for the installment, select the double arrows next to the installment to expand its row. A read-only grid displays a row of details that reflect the state of the installment over time. Each row displays the date, activity, amount, and balance of the installment as it changes.

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

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, refer to 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. The Manage write-offs screen appears.

   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 select Delete on your keyboard. Alternatively, when you change a write-off installment amount to zero, the write-off is deleted.

5. Select Save. You return to the Activity tab.

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