Transactions
20 articles
What is a batch?Describes what a batch is and when one is created.
When are deposits made?Describes how long after a payment is processed before the deposit is expected.
How do I create a batch?Describes how to create a new batch.
How do I add contributions?Describes how to add or import transactions/contributions.
How do I enter an in-kind contribution?Describes the process of adding a non-monetary donation into Contributions
How do I edit an existing batch?Describes how to edit an existing transaction batch.
How do I delete a batch?Describes how to delete a batch.
How do I close/post a contribution batch?Describes how to close a transaction/contribution batch and optionally post it to accounting.
How do I find and reopen a closed batch?Describes how to access and reopen a closed batch.
What batch reports are available?Explains what the available batch reports are and how to run them.
What are unmatched contributions?Describes what unmatched contributions, how they occur, and how to handle them.
How can I view open batches?Describes how you can view batches of all statuses.
How can I download a PDF of a batch?Describes how to download a PDF of the transactions on a contribution batch.
How do I refund a donation?Describes how to refund a donor's online transaction (donation).
How do I handle chargebacks?How to record a chargeback for a donation.
How do I handle a returned check?Describes how to account for a returned check.
What is an ACH Return?Describes when an ACH Return may occur and what each code means.
How do I move transactions between batches?Describes how to move transactions found within a batch.
What happens when a transaction is returned?Describes how to handle returned transactions.
How does the giving portal match profiles for individual and recurring donations?