Vai al contenuto principale

Recording Donations

Recording donations in B1 Admin is done through the Batches system. You Crea a batch Per represent a collection (such as a Sunday offering), then Aggiungi individual donations Per that batch. This keeps your giving records organized and easy Per reconcile.

Prima di Iniziare

  • Set up your funds so you can assign donations Per the correct categories
  • Crea a batch Per hold the donations you are about Per Inserisci
  • Make sure the donors are in your people directory so you can look them up when entering gifts

Creating a Batch and Adding Donations​

  1. In B1 Admin, Apri the menu della sezione in the angolo in alto a sinistra and Scegli Donations, then Fai clic Batches.
  2. Fai clic Aggiungi Batch.
  3. Inserisci a name for the batch (e.g., "Sunday Offering - Jan 5") and Seleziona the Data. Fai clic Salva.
  4. Your new batch appears in the list showing zero donations and $0.00.
  5. Fai clic on the batch name Per Apri it.

Entering Individual Donations​

  1. In the batch detail page, Digita the donor's name in the Cerca field Per Trova them.
  2. After selecting a person, the donation entry form appears with fields for Data, Payment Method, Fund, Amount, and Check Number.
  3. Fill in the details and Fai clic Aggiungi Donazione.
  4. The donation is added Per the table below, and the form resets so you can Inserisci the Avanti one.
Suggerimento

You can quickly Inserisci multiple donations in a row without leaving the batch page. The form resets after each entry so you can move through a stack of checks or envelopes efficiently.

Splitting a Donazione Across Multiple Funds​

Sometimes a single donor gives Per more than one fund in one transaction. Per handle this:

  1. Fai clic the Modifica button on the donation row.
  2. In the Modifica form, Aggiungi amounts Per different funds. The total will automatically calculate from the individual fund amounts.
  3. Fai clic Salva Per update the donation.
Info

Splitting donations across funds is common when a donor writes a single check designated for multiple purposes, such as General Fund and Missions.

Editing or Removing Donations​

Per Modifica a donation, Fai clic the Modifica button on its row in the batch. You can change the Data, amount, fund, payment method, or any other detail. Fai clic Salva when you are done.

Suggerimento

The batch page header updates automatically Per show the total number of donations and the combined dollar amount as you Aggiungi or Modifica entries. Use this Per reconcile against your deposit slip.

Avanti Steps​