Create a Batch from a Template
- Open the Payment/Donation Entry quick posting. In the Quick Posting Batches dialog box, click the Templates tab.
- Select the template name you want, then click Use Template.
- Enter the date for the new batch, then click Use/OK.
- Review all the entries. Make any necessary changes and add any additional families, if needed.Tip: If you have a large number of entries and need to correct one, click Filter to find it.
- If you need to change any information for all entries in your list, click Change All. Note that your changes only apply to the entries currently displayed.
- To post, click Post to Families & Members. Or, to save the batch and post later, click Finish Later.