What is a write-off? Write-Offs are used to erase all or part of the outstanding balance for a pledge or recurring gifts entered directly on the donor's contact record.

Why would I need to do a write-off? You may need to write off a gift if a donor fails to meet a commitment to make a charitable gift.
Note: A write-off does not change the original gift amount of the pledge or recurring gift. You can view a history of write-offs for a gift in the gift record’s History tab. 
  1. Navigate to Contacts > Individual or Contacts > Organizations
  2. Search for the donor
  3. Click Manage
  4. Click Financial > Transactions
  5. Hover over the pledge, and click Manage
  6. In the pop-up box, click Edit > Write-off
  7. Make your changes and click Save