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Write Off or Delete Pledges

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Write off pledges so they don't appear in reports as outstanding or in arrears. You can delete pledges if they don't have any payments made or all payments have been deleted. Remove any attachments before deleting.

Warning: Writing off or deleting a pledge is not reversible. You can still view written-off pledges, but you can't apply more payments to them.

To write off or delete a pledge:

  1. Open the constituent's timeline.

  2. To open the pledge schedule, do one of the following:

    • Click the original pledge.

    • Click a pledge payment, and then click Pledge.

  3. To write off the pledge:

    1. Click Actions.

    2. Select Write Off

    3. Click Yes.

  4. To delete the pledge:

    1. Click Actions.

    2. Select Delete.

    3. Click Yes.

Tip: If you are deleting a pledge at a constituent's request, add a note to the constituent's profile about what happened.

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