Online Giving Batches¶
Each time an online gift is made, the system will look to see if there is an open online batch for that day. If there is, all contributions that day will be added to that batch. However, if there is no open batch a new online batch will get created by the system.
By default, a new batch is created each day whether the online batch for the previous day is closed or not.
New Batches Every 24 Hours or Every Week
If your church would like new online batches to be created only once a week instead of every 24 hours, you can specify that in the Admin > Settings by adding the Setting OnlineContributionBundleDayTime. Enter a day and time in this format: Sunday 11:00 PM (This is Central TZ), With this setting, a new online batch will get created after the day/time you specify. So, instead of having one online batch per day, you would have one per week.
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.
After the next online batch has been created and you are ready to close the previous one, here is what you need to do.
- 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. 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.
Changed terminology of bundle to batch. Updated process to close online batch.