...
Intial records creation
Create a single batch record and create multiple batch item records across multiple accounts
different Entry Types
different Schedule Types, this is to sample multiple Transaction records to be created
Confirm that the batch successfully closes
if the batch fails, Utility log log record will be created
Payment batch creation
Create a single batch record to create a payment across all created transactions under all the gift records in all the accounts from the intial batch created
Confirm that the batch successfully closes
confirm to see that all gift records' balances are 0 and transactions are created to act as payment to the intial transaction records created
if the batch fails, Utility log log record will be created
Payment reversal batch creation
Create a single batch record to create reversal payment across all created transactions under all the gift records in all the accounts from the payment batch created
Confirm that the batch successfully closes
confirm to see that all gift records' balances are 0 and transactions are created to act as payment to the intial transaction records created
if the batch fails, Utility log log record will be created
Write Off Process:
Select or create a new Open Batch
Click on Batch Items
Select an Account that has a suitable Gift/Pledge record to be written off
Select Pledge Write Off as Entry Type
Select any value as the Write Off Notation
Once a Write Off Notation, a screen will pop up with the Open Pledges associated with the chosen Account. Select the Pledge record/s
Click on Write Off checked Transactions
A screen will pop up to enter the amount that is to remain if it is just a partial Write Off. If it is a full Write Off, leave the Balance as 0.00 and click on Write Off Transaction
Go back to the Batch record and click on Close Batch
Confirm Close
Once the Batch has finished processing, navigate to the Gift/Pledge record that has been written off and go to its Related tab
On the Transactions related list, there should be at least two records. One for the original Pledge amount, and another for the Write Off transaction.
Both records will have the Write Off? Checkbox checked
The chosen Write Off Notation will be reflected on the Write Off Transaction’s Pledge Write Off Notation field