Manage Open Batches

Edit open batch details, add more gifts, or delete batches you don't need.

Managing batches is restricted to users with the permissions Enter Gifts and Post Gifts. If you enable Post Gifts, Enter Gifts is enabled automatically.
  1. Click Giving > Contributions.
  2. On the Manual tab, click Open. It may be selected by default.
  3. Click the ellipsis icon beside an open transaction and select one of the following:

    • Edit Batch

    • Delete Batch

  4. If you edit, make any necessary changes. If you want to add gifts to the batch, click Save & Add Gifts. Otherwise, click Save. If you delete, click Delete again to confirm.