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Edit Batch Properties

When working in a Batch, you can see a summary of the Batch Name, Batch Total, and Item Count in the top right corner of the Batch Manager Tool screen. You can't finalize the Batch until the Donation count and total match the Batch properties.

  1. From the open Batch, click the Batch name in the top right hand corner.
  2. Adjust the Batch properties (date, item count, default Program, and so on) as needed.
  3. Click Save.
    Note: If you go back and change the Batch Setup Date, Payment Type, or Currency after you enter donations, it does NOT retroactively apply to the entered Donations. It does, however, apply to all additional Donations entered into that Batch after you made the change.
    Image displaying the Batch name in the top right corner.