How to Write Off an Amount of an Overdue or Underpaid Recurring Gift Installment in Trax

Why is this important to me?

From the Activity tab on a recurring gift record, you can write off all or a portion of an overdue or underpaid installment of the recurring gift.

Step 1: Open a recurring gift record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a recurring gift record.

Step 2: From the Activity tab, click the expand icon next to the installment to write off. Click Add a write-off.

Step 3: Enter information in the Add a write-off window.

Note: Yellow-shaded boxes are required fields.

Step 4: Click the Save button.


Article ID: 3371
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:05 AM