PSFS Offering - Batches: How to create a batch for contributions or pledge payments

How to create a batch for contributions or pledge payments

 

As a best practice, do not mix contributions and pledges in the same batch.

To create a batch, you must have permission to access the fund plus Add/Edit access rights for Contributions assigned to your login credentials. Access rights are assigned in the Administration module. Access to the Administration module is restricted to organization administrators only.

 

  1. If you manage several organizations, select the desired organization from the Organization list.

  2. Click Batches. The Batch Management page is displayed:

  1. Click + Add Batch to display the Create new batch window.

    • If you do not have Add/Edit access rights assigned to your login credentials, this button is disabled.

  1. Provide the necessary details to define the batch you are creating.

    • The fields you see when creating a new batch may differ from the ones shown in the illustration below. Refer to Batch Details for descriptions of the Create New Batch fields.

  1. Click Add Batch. A confirmation window is displayed to let you confirm the details of the newly created batch.
  1. Do one of the following:

    CAUTION: Pay close attention to the names on the buttons. If you want to close the window, click the Close button. If you accidentally close the batch, it is permanently locked, and you cannot reopen it.


    If the details of the batch are correct, click Close to exit the Confirmation window. The list on the Batch Management page is updated to include the name of the newly added batch.

    If the details of the batch are not correct:
    1. Click Edit to open the Edit window.
    2. Make the necessary changes to correct the batch.

      You cannot change the batch type. If you made a mistake and selected the wrong batch type, continue to the next step to save the batch. On the Batch Management page, delete the batch. Then, re-add the batch, starting at Step 3. This time, be sure to select the correct batch type.

    3. Click Save. Then, click Close to exit the Edit window. The batch list on the Batch Management page is updated to include the name of the newly added batch.
    4. Do one of the following:

 


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