PSFS Offering - Batches: What to put in the Cash Total and Pledge Total of a Batch

What to put in the Cash Total and Pledge Total of a batch

When creating a new batch the Cash Total refers to the combined total of all contributions going into that batch, regardless of whether they're cash or checks. There is an opportunity during the posting phase to note if they are cash or check. 

The Pledge Total is only used if you are associating pledges with a batch and is the total of the pledge amounts associated with the batch. Payments toward the pledges would not be included in this total (those would be grouped with other contributions in the Cash Total). So if you associate a new $2000 pledge with a $100 down payment, the $2000 would be added to your Pledge Total and the $100 would be added to your Cash Total.

Related Articles

About the Batch Management page

How to change the cash total of a batch

 

 

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.