Close a gift commitment when you no longer need to track it.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To close a gift commitment: |
FundraisingAccess permission set |
- From the App Launcher (
), find and select Gift Commitments. - Select the gift commitment that you want to close.
- Click
, and then select Close Gift Commitment.
After you close a gift commitment, the status of the unpaid or failed gift transactions is updated depending on the value of the Formal Commitment Type field.
| Value of Formal Commitment Type Field | Status of Unpaid or Failed Transactions |
|---|---|
| Verbal | Canceled |
| Written | Written Off |
To include the Formal Commitment Type field, customize the commitment page layout.