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.
- Navigate to Contacts > Individual or Contacts > Organizations
- Search for the donor
- Click Manage
- Click Financial > Transactions
- Hover over the pledge, and click Manage
- In the pop-up box, click Edit > Write-off
- Make your changes and click Save