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Create a Gift Batch in Nonprofit
Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
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| To create a gift batch: | FundraisingAccess permission set OR |
- From the App Launcher (
), find and select Gift Batches. - Click New.
- For Screen Template Name, keep the default selection or, if you have custom templates, select the appropriate template.
- To perform the validation check during gift batch processing, specify values in Estimated Gift Count and Estimated Batch Value, and then select Total Gift Value Match.
- Save your changes.
After you create a gift batch, add gift entries to the gift batch to process them all at once.
SEE ALSO
