Edit an Open Batch
Update open batch details.
- In the top-left corner, click your site name then Giving. Then click Contributions.
- On the Stock/Crypto tab, click Open. It may be selected by default.
- Click
beside an open batch and select Edit Batch.
Note: If you receive contributions with Engiven, you cannot edit batches that are marked with the Canceled or Expired status. - Make any necessary changes to the following fields:
- Description – Define the batch with a term or description (e.g. Sunday Morning Service)
- Default Fund
- Expected Amount – Set the total amount that you expect to receive from gifts in this batch
- Click Save.
Delete an Open Batch
Delete an open batch that's no longer required or needs to be reentered.
- In the top-left corner, click your site name then Giving. Then click Contributions.
- On the Stock/Crypto tab, click Open. It may be selected by default.
- Click
beside an open batch and select Delete Batch.
Note: If you receive stock or cryptocurrency gifts, you cannot delete batches with the following statuses: Promised, In Process, Disbursement in Process, Paid, or Confirmed. - Click Delete.