Skip to main content

How do I edit an existing batch?

Describes how to edit an existing transaction batch.

You will need the Limited Write Contributions permission to perform this action.

Editing is not allowed on batches with a status of "Closed."

Click on Contributions > Batches from the left-hand navigation menu. Locate the batch that needs to be edited and click on the name or the 3-dots menu at the beginning of the row and then View from the dropdown. Click on the Actions button and then Edit batch details from the menu.


See this article for more information on the editable batch fields.

See this article for details on how to add transactions to batches.


Did this answer your question?