How to close a batch
To close a batch
- Both the cash balance and pledge balance must equal $0.00
- Permissions must be granted to your login.
- You must be the batch owner.
Assuming both of those caveat's are taken into account, start by going to Offering → Batches.
Closing a Batch
- Locate the batch you want to close. If you have a lot of batches, try using one of these methods to find it: (see image above)
- Type the first few letters of the batch name in the Batch column header field.
- Narrow down your search by selecting an option from the Status drop-down list. For example, to see committed batches only, select the Committed option.
- To close the batch. Do one of the following:
- Select the checkbox to the left of the batch. (A) Then follow these steps:
- Click Close Batch(es).(B)
- When prompted to confirm your request to close the batch, click OK.(C)
- Click Close to exit the window.
Balance Totals
The Cash Balance total and the Pledge Balance total for the batch must equal $0.00. If the batch is out of balance, a message informing you of this requirement is displayed. To learn how to update either of these balances, click here.
Permissions
To close a batch, you must have Offering View + Add/Edit + Close Batch access rights assigned to your login credentials. Access rights are assigned in the Administration module. Access to this module is restricted to organization administrators only.
Related Articles
How to create a batch for contributions or pledge payments
How to delete contributions from open batches
How to export a batch list to an excel file
How to find a batch that isn't showing
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