The fastest way to enter multiple payments is through Batch Entry. To access Batch Entry: 
  1. ​Go to Revenue 
  2. Under Batch, click Batch Entry
  3. To add a new batch, click Add 
  4. In the Add a batch screen, select the Batch Template you would like to use for your batch of pledge/recurring gift payments. If you are processing checks/cash payments, we recommend selecting the Enhanced Revenue Batch for Cash/Check template. If you're processing credit card transactions, we recommend the Enhanced Revenue Batch for Credit Cards (you will also need to run the batch through Credit Card Processing under EFT to charge the credit cards). If you are processing other payments or a mix of payments, you can also select the Enhanced Revenue Batch template.
(Optional): You can also configure a Batch Templates to help speed data entry if all of the payments regularly share characteristics. For example, if you are entering Payroll Deduction payments and all of the payments share the same Other Payment method, you could create a Batch Template specifically for those payments with the steps below: 
  1. While in the Batch Entry area, click Batch templates on the left menu under Configuration. 
  2. Find the Enhanced Revenue Batch in the list and click Copy User-added image
  3.  In the next screen, give your new Batch Template a name and add a description if desired. Click Save
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  4. Once your template is saved, find the template in the list and click Edit to add the fields you need and to add any default values: 
  5. On the Select fields and defaults tab, make sure all of the fields you need are listed in the Selected fields table. If you need to add a new field, find the field in the list of Available field options on the left, then drag it over to the Selected fields table. In this example, we are adding "Other method" to the batch template: 
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  6. You can also remove any fields you do not need by dragging them from the Selected Fields Table to the Available Field Options area. 
  7. To set default values for your batch, highlight the field you want to set a default value. Below the selected fields table, under Field defaults, choose the default value for the field from the drop down. In this example, all of the revenue in the batch will have an Other Payment Method with an Other Method of Payroll Deduction. Note: Any of these field defaults can be edited if needed in batch. The field defaults are just designed to help you speed data entry if most of the revenue you are entering will share the same values:
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  8. Click Next in the Batch screen to go to the Configure Options section. Click the Constituent matching tab and click "Use global settings" under constituent matching. 
  9. Click Save to complete the creation of your batch template. 
  1. After you have chosen the correct batch template, confirm the owner of the batch template and enter the projected # of payments and the projected amount of payments (note: these can be edited later if needed). Click Save to create the batch. User-added image
  2. The Batch screen will appear. You will add details about one payment on one row, then move to the next row to enter the next payment. To easily move from field to field, use the Tab key on your keyboard. All payments must have the following information:
    1. In the Constituent field, you will search for the constituent making the payment. 
    2. In the Amount field, you will enter the amount of the payment. 
    3. In the Date field, you will enter the date of the payment. 
    4. In the Revenue Type field, you will enter Payment.
    5. In the Application field, you will find the existing pledge or recurring gift commitment for that constituent from the drop down. 
    6. In the Payment method field, you will choose or confirm that the correct payment method is entered. Here is an example of a completed row: User-added image
  3. Once you've completed the data entry, click Save and close to save and close your batch. 
  4. Once you're ready to add the payments to the database, click the Commit button. User-added image
  5. The Commit parameters window will appear. We recommend to check the following boxes to Validate the batch, Check for duplicate constituents, and to Create a control report, then click Start: 
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  6. Once the batch is committed, the payments are successfully added to the database. 
For more information on Batch Entry, see our related video here: