A batch flagged for review is still open, so you can edit its pledge postings. After a batch is closed, you can't edit its postings.
Edit a Pledge Posting
- In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
- Select Batches.
- Find the batch, then select View Postings to the left of it.
- Select the Pledges tab.
- Find the pledge, then select the edit button to open the pledge editor.
- Make your changes.
- Select Save Pledge. For field details, see Post pledges to a batch.
Add an Initial Contribution to an Edited Pledge
You can't add an initial contribution to an edited pledge record. After you save the pledge, add the contribution on the Contributions tab of the batch. To attach the initial contribution directly to the pledge record instead, delete the pledge and add it again with the contribution before saving.
After the Batch Is Closed
After the batch is closed, you can't edit its pledges on the Batches page, but you can adjust the pledge on the Pledges page.
Note: Reversing a closed batch with Reverse Batch does not reverse its pledges. The pledge record stays, and its balance increases by any reversed contribution that was applied to it. Adjust or delete the pledge on the Pledges page if needed. For details, see NEW! Reverse Batch Button.
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