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You are here: Contributions Management > Batch Credit Card Processing > Creating a Credit Card Batch

Creating a Credit Card Batch

The first step in Batch Credit Card Processing is to create a batch specifically for credit card processing. You must have Contributions Write security access to perform the following procedure.

One consideration to make before you begin is your batch naming convention. It's a good idea to adopt a consistent naming pattern so that batches can easily be found later when using contributions search. Some examples of naming conventions are the following:

You can decide upon your own convention!

To add a credit card batch

  1. Click Giving > Contributions > Batches. The Batches form appears.
  2. Type a Batch name.
  3. Type the total amount of all contributions in the batch in the Batch amount field.
  4. Select the This batch will be used to process credit cards check box. This check box will only appear if you have a payment gateway enabled. Selecting this check box enables new fields related to where to attribute the credit card payments.
  5. Type the date the credit card information was received in the Received date field. You may also click the calendar icon to choose a date.
  6. Optionally, select an activity to associate with these contributions. While not a required field, activity association can help you later as you run reports that display the total contributions received at a particular activity.
  7. Click Save batch. You are now ready to begin entering credit card contributions. See Adding Credit Card Contributions for how to add credit card contributions to your new batch.