What would you like to know more about?

Edit an Open Batch

Update open batch details.

  1. In the top-left corner, click your site name then Giving. Then click Contributions.
  2. On the Stock/Crypto tab, click Open. It may be selected by default.
  3. Click the ellipsis icon 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.
  4. 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
  5. Click Save.

Delete an Open Batch

Delete an open batch that's no longer required or needs to be reentered.

  1. In the top-left corner, click your site name then Giving. Then click Contributions.
  2. On the Stock/Crypto tab, click Open. It may be selected by default.
  3. Click the ellipsis icon 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.
  4. Click Delete.