In This Article:

    Creating Recurring Batch Templates

    In This Article:

      Creating a Recurring Batch Template will allow you to quickly create Recurring Batches each time you receive a lump sum payment for a group of people. Payroll deductions and United Way payments are just two examples of how you might use Recurring Batches.

      1. Open a New Donation record. Add a new batch and select the Recurring Template as the Batch Type.

      2. Continue entering the donation as you normally would, select Save and New to add other donations to this Recurring Batch Template.

      NOTE: Keep in mind these are donations that will occur at the same time on a regular basis. Any donations entered into this Recurring Template will become a part of a Recurring Batch where only one payment type can be entered.

      3. When you have entered the final donation into the Recurring Batch Template, select the Save button.

      4. The first time you need to enter the recurring payment for these donations, simply open the corresponding Recurring Template. From Manage, select Batches and you can choose to search by Recurring Template type. Choose the corresponding template from the results returned and double click on the Recurring Template you would like to copy into a Recurring Batch.

      You are now ready to create your Recurring Batch for the donations associated with the Recurring Batch Template.

      NOTE: You must return to the main batch screen to delete a Recurring Template.

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