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How to Create a Contribution Batch?

You can create a contribution batch to handle contributions efficiently by following the steps below:
1. Navigate to Fundraising > Contribution > Contribution Batch.
 
The Contribution Batch List page is displayed.
 
2. Click New M360 - Contribution Batch.
 
The M360 - Contribution Batch form is displayed.
 
3. Enter or select the required values in the fields. For more details, please refer to the following sections:
 
4. Once all the fields are filled out, click Save.
 
The contribution batch is added to the list.
 
Note:  You can update or view the contribution batch details by clicking Edit/ View in the desired row.
 
 
Primary Information
The Primary Information section within the Contributions Batch form allows the setting up of essential details regarding the contribution batch.
 
Please refer to the following table for field names and their descriptions:
Note: All the fields with an asterisk (*) are mandatory.
Field
Description
ID
Unique identifier of the contribution batch
AUTO
Whether to automatically generate the ID for the  contribution batch
 
Note: If enabled, the ID field will be disabled
CUSTOM FORM
Preferred options available to customize the Contribution Batch form
 
By default, the M360-Contribution Batch Form is selected.
INACTIVE
Whether to disable this contribution batch
DESCRIPTION
Detailed description of the contribution batch
 
 
Default Values
The Default Values section within the Contribution Batch form allows the setting up of a default campaign to be associated with all the contributions within this batch.
1. Select the campaign to be associated with this contribution batch from the FUNDRAISING CAMPAIGN dropdown list.
 
 
Contributions
The Contributions section allows the setting up of key details regarding the contribution batch.
 
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Field
Description
CUSTOMER
Individual or entity making a contribution
CONTRIBUTION CATEGORY
Classification of contribution 
CONTRIBUTION AMOUNT
Value of the contribution
CONTRIBUTION CURRENCY
Currency used for the contribution
CONTRIBUTION DATE
Date the contribution was made
ACKNOWLEDGMENT LETTER
Letter of acknowledgment attached to this contribution
STATUS
Status of the contribution
MATCHING GIFT PROGRAM
Program associated with the contribution for matching a gift
NEW MATCHING ORGANIZATION NAME
Name of the organization matching the donation
TRIBUTE
Contribution is in honor of someone
NEW TRIBUTEE FIRST NAME
First name of the new individual being honored
NEW TRIBUTEE LAST NAME
Last name of the new individual being honored
TRIBUTE RECIPIENT EMAIL
Email address of the individual receiving the tribute associated with this contribution
TRIBUTE RECIPIENT FIRST NAME
First name of the individual receiving the tribute associated with this contribution
TRIBUTE RECIPIENT LAST NAME
Last name of the individual receiving the tribute associated with this contribution
PLANNED GIVING
Contribution is part of a planned giving arrangement
OPPORTUNITY
potential fundraising opportunity associated with this contribution batch
OPPORTUNITY STAGE
Phase of the associated opportunity for this contribution
ESTIMATE
Preliminary quote outlining the potential contribution for the associated opportunity
PRIMARY FUNDRAISER
Individuals or organizations primarily responsible for securing donations
PROMOTION
Promotional program/item associated with this contribution batch
SECURITIES TYPE
Category of security being contributed
SECURITIES NAME
Name of the stock
SECURITIES SYMBOL
Symbol for the security 
SECURITIES NUMBER OF SHARES
Total number of shares of the security being contributed
SECURITIES HIGH
Highest price of the security on the day of the contribution
SECURITIES LOW
Lowest price of the security on the day of the contribution
SECURITIES CLOSING VALUE
Final price of the security at the close of the trading day
SECURITIES STATUS
Status of the stock
SECURITIES SALE AMOUNT
Total value received from selling the securities
SECURITIES DATE DEPOSITED
Date when the security sale amount was deposited
SECURITIES DEPOSIT AMOUNT
Total amount of funds deposited from the securities sale
CHECK DATE
Date on the check used for payment
CHECK NUMBER
Unique number assigned to a check used for payment
PAYMENT METHOD
Method used for contribution payment
DONOR ADVISED FUND 
Donor recommended funds to allocate contributions
IRA
Individual Retirement Account
PLEDGE CONTRIBUTION
Pledge contribution associated with this contribution batch
PLEDGE BALANCE
Remaining balance on the associated pledge contribution
CREATE INVENTORY ADJUSTMENT FOR IN KIND
Whether to allow inventory adjustment for in-kind donations
IN KIND INVENTORY ITEM
In-kind inventory item associated with this contribution batch
IN KIND INVENTORY LOCATION
Location where the in-kind inventory is stored
IN KIND INVENTORY ADJUSTMENT ACCOUNT
Account used for inventory adjustments of in-kind items
IN KIND FAIR MARKET VALUE
Fair market value of the in-kind item
IN KIND INVENTORY ADJUSTMENT QUANTITY
Quantity of the in-kind inventory adjustment
IN KIND INVENTORY ADJUSTMENT
Adjustment that account for in-kind contributions in the inventory system
 
 
 
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