Practice the workflow for clearing uncollectible pledges by completing these 3 steps in your environment:
- Identify a Balance: Navigate to Reports > Pledge Subsidiary and run a Pledge Balance Due Report to identify a donor with an outstanding pledge.
- Initiate the Write-Off: Go to Transactions > Pledges. In the Options area, check the Credit Memo box.
- Enter the Data: Select the donor you identified, enter today’s date, and type “Test Write Off” in the reference field. Enter the remaining balance as a positive number, assign the original Appeal and Gift, and click SAVE.