Batches - Link Contributions to Batches
Major Donor Fundraising is frequently driven through Checks or ACH to avoid heavy transaction costs of CC fees.
A. Create New Batches
B. Add Contact To A Batch
A. Create New Batches
1. Click on the New Batch button.
2. Insert the necessary information. This includes the Batch Name, Batch Date, Client, Committee, Event and the Status of the Batch (Active / Inactive).
B. Add Contacts To A Batch
1. Find Batch for Batch and click Apply Filter
2. Click on the Batch
3. Add Contacts to any batches by Clicking on the Add Contacts button on the right corner of the desired batch.