Add Payment Batches
Left-hand Navigation: Fundraising » Fundraising Functions » Payment Batches
You may choose to group payments received into payment batches ( completely optional) to help your organization balance your gift records with your bank account's deposits. You can associate an unlimited number of payments with a payment batch, and payment batches can remain open indefinitely. Once you enter all applicable payments, close the batch.
Add
- Select the "Add" button.
- Fill in fields (bolded are required):
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Batch Number
- Name
- Default Payment Method -Optional
- Default OmegaFi Process - Only shows if the organization has Payment Processing turned on.
- Notes
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- Finally, "Create Payment Batch"
Notes
- Today’s date defaults in the Created On field and batches created today will automatically display in the Payment Batch Result section, if applicable.
- The Batch Number defaults in the Batch Number field to the next number in the sequence. Delete/add a specific number of your choice or leave the default number.