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Creating a Bulk Donation Batch

NPSP+ Knowledge Base

Creating a Bulk Donation Batch

This guide will walk through the steps to creating a Bulk Donation Batch.


On this page


Finding the Bulk Donation Page

To create a new Batch, select Create New Batch on the Bulk Donation Management tab. Enter a Batch Name in the text field below and press Next.

 

Entering Donation Details

 

Select the Payment Method, Contact, Campaign, Amount, Date and Acknowledgement Status. Then, press the Save button to save the donation.

 

Once saved, a notification will appear confirming that the donation was saved successfully.

 

Approving the Bulk Donation

The saved donations can be viewed in the panel at the bottom of the page.

 

To Approve the Bulk Donation, press the Approve button in the top right corner of the page.

 

Once Approved, a notification will appear confirming that the donation was successfully processed.

Note: Approving a Bulk Donation will change all selected donation stages to Closed Won. This will also change the colour of the donation to green.

 

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