Save a Batch as a Template

If you often run the same batch of transactions for a certain situation, you can save the batch to use next time you run this quick posting.

  1. In the Payment/Donation Entry quick posting, enter or select the fund and payment information for the batch.
    Note: These will be the same transactions used for the batch template, which will display by default every time you select this template.
  2. At the top, click Save Batch as Template.
  3. Click OK to confirm that you must post this batch in order for the template to be saved.
  4. Enter a name for your template to describe the situation it should be used for.
  5. When you're ready to post the batch and save the template, click Post to Families & Members.

You can select your saved template next time you run this quick posting.