A closed batch can't be edited or deleted. To reverse one or some of the contributions in a closed batch, create a correction batch that uses the Memo field to record why the postings are being removed. To remove an entire closed batch that was entered in error, an administrator can use Reverse Batch instead, described at the end of this article.

For a walkthrough of the correction batch method, watch the correction batch video tutorial.

Reverse Contributions With a Correction Batch

Correction batches are created from the Contributions page.

A correction batch has two sets of entries for the selected contributions. Set One reverses the original entries with negative amounts. Set Two re-adds them with positive amounts and the updated memo. Because the goal is to reverse the originals, delete every positive posting (Set Two) before closing the batch, leaving only the reversing entries.

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Contributions.
3. In the filter panel, enter criteria that find the contributions to correct. To find the contributions in one batch, choose the batch in Batch or enter its ID in BatchID.
4. Select Search.
5. Select the checkbox beside each contribution to correct. To select every contribution on the page, select the checkbox in the header row.
6. Select Create Correction Batch in the toolbar at the upper right of the Contributions page.
7. On the Create Correction Batch page, under Edit Values, select Memo.
8. In Correction Batch Name, enter a name for the batch.
   • To correct an existing batch, use the original batch name followed by "Correction" or "CB".
   • Otherwise, use any memorable name that describes the correction.
9. In Memo, enter why the postings are being removed, for example, "remove duplicate contributions."
10. In Reason, enter the reason for the correction. This field is required.
11. Select Save.
12. When asked to confirm that you want to create the correction batch, select Yes. The batch is created, flagged for review, and the Batch Details page opens.
13. If you change anything on the Batch Details page, enter a reason before you save, or the changes won't save.
14. Select Postings in the upper-right corner.

15. Delete every posting that has a positive amount.

    Note: If you delete a negative posting by mistake, add it again as a new posting with the same negative amount.

16. Check that the batch is in balance. The batch now reverses the selected contributions exactly, except for the updated memo.
    • If the batch is in balance, select Close Batch in the upper-right corner.
    • If Close Batch is grayed out, open the Batch Details page, update the count and amount, enter a reason, and select Save. Then return to the Postings page and close the batch.

Review and Close the Correction Batch

Closing the batch is required for the changes to show on reports.

1. Follow the steps to review a batch.
2. When the batch is accurate, follow the steps to close a batch.

Download the Batch Postings List

After the correction batch is closed, you can keep a copy of its postings for your records.

1. On the Batches page, find the closed correction batch.
2. Select Export Batch Postings to the left of the batch.
3. Choose PDF or Excel.

Reverse an Entire Closed Batch

When every contribution in a closed batch was entered in error, a system, parish, or diocesan administrator can reverse the whole batch in one step instead of creating a correction batch.

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Batches.
3. In the filter panel, set Status to Closed.
4. Select Search.
5. Find the batch. To narrow the list, enter the batch name or ID in the Search box.

6. Select Reverse Batch to the left of the batch.

   Note: If Reverse Batch is grayed out right after you close a batch, refresh the page.

7. When asked to create the reversal batch, select Yes. The message shows the new batch's name and confirms that the original batch will not change.
8. Find the new batch, named with the original batch name followed by "- Reversal". It opens in Review status.
9. Select Close Batch to the left of the reversal batch.
10. When asked to confirm, select Yes. Closing the reversal batch is required for the reversal to show on reports.

The reversal batch has a negative entry for every contribution in the original batch, and its Comments field reads "Reversal of Batch" followed by the original batch ID. The original batch does not change, and its Reverse Batch button is no longer available.

Note: Pledges in the batch are not reversed: the pledge record stays. Any contribution in the batch that was applied to a pledge is reversed too, so that pledge's balance goes back up by the reversed amount.

Note: A batch that is already integrated with ParishSOFT Accounting can't be reversed, and a message explains why. To reverse postings in that batch, use a correction batch (above) instead.

Updated November 12, 2026 17:29