Contributions & Finance

Online Giving Batches¶

Contribution records associated with online transactions are initially placed in one of the two Pending batches (one for ACH and one for bankcards). When settlement information is received, transactions are moved from the Pending batches and into an Online settlement batch. These settlement batches correspond to your payment processor’s settlement batches.

Managing / Closing Online Batches¶

Online batches will already have the donor associated with the contribution and each contribution will be assigned to the fund the donor selected. So, you do not need to do anything regarding that. However, you will need to close the batch at some point.

When you have reconciled the online settlement batch to your bank deposits, you can close the batch with the process below.

Step 1: Go to the batch list and click the batch ID# for the online batch you want to close.
Step 2: Make any edits to the contributions as needed. The batch should already be balanced, with Estimated Amount matching the Actual Amount and Estimated Count matching the Actual Count. If, for any reason, this is not the case, click the pencil icon at the top of the batch page. Enter an Estimated Amount and Estimated Count to match the Actual Amount and Count.
Step 3: Click the green Close Batch button.