Edit an Open Batch

Update open batch details.

You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.

In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
On the Manual 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)
- Gift Date – Change this if you entered this batch on a different day than the gifts were received
- Default Fund – When you enter new gifts to this batch, the fund applied to the gift will default to what you select here
- Expected Amount – Set the total amount that you expect to receive from gifts in this batch
If you want to add gifts to the batch, click Save & Add Gifts. Otherwise, click Save.

Delete an Open Batch

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

You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.

In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
On the Manual 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.