PSFS Offering - Batches: How to close a batch

How to close a batch

To close a batch

After you close a batch, you cannot edit any of the batch's details or any of the transactions in the batch. Additionally, the software locks the batch and prevents you from re-opening and closed batches.

Assuming both of those caveat's are taken into account, start by going to Offering → Batches

filter_by_for_Batch.png

Closing a Batch

  1. 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.
  2. To close the batch.  Do one of the following:
    Select_Close_Confirm.png
    • 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 edit batch details

How to export a batch list to an excel file

How to find a batch that isn't showing

How to view all of the contributions in a batch

How to view the details of a batch

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