- Updated: January 6, 2023
All About Donations
Enter Donations
![](https://support.church.software/wp-content/uploads/2022/06/pulse-productivity-1.png)
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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”. Click on the “Manage Donations” link.
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3Click the “+ New” button to start a new batch.
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4Give the Batch a Name by clicking the current name. Provide a date for the batch.
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5Click the “Add” button.
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6In the pop-up window, enter the name of the contributor or click “Add” to add a new contributor.
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7Enter the amount, the date of the donation, choose the fund, the method of payment, and add any desired notes.
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8Click the “Save” button or the “Save and Add Another” button to add another donation.
![](https://support.church.software/wp-content/uploads/2022/06/new-donation.png)
![](https://support.church.software/wp-content/uploads/2022/06/add-donation.png)
Manage Donations
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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”.
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3Click on the “Manage Donations” link.
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4Click on the “Edit” button on the batch that you need to manage.
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5Click the “Edit” button on the name of the contributor of the batch that needs to be edited.
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6In the pop-up window, edit the name, amount, fund, date contributed, payment method, and optionally an added note.
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7Click the “Save” button or the “Save and Add Another” button to add another donation.
![](https://support.church.software/wp-content/uploads/2022/06/edit-for-donation.png)
![](https://support.church.software/wp-content/uploads/2022/06/manage-donations-fund.png)
Moving Donation Records to Other Batches
- Moving a donation/ giving record is only applicable to an open batch. If you need to move a donation record from a closed batch, you need to re-open the batch first.
- The batch where the donation will be transferred should be an open batch. You cannot move a donation to a closed batch.
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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”. Click on the “Manage Donations” link.
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3Click the “Edit” button on the batch you need to manage. (Edit button is only visible if a batch is open, the View button is visible if a batch has been closed)
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4Click the square box next to the donation record you would like to move.
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5Below the batch date on the left side of the page, "Select Action" is available, click on it and choose "Move Record".
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6Once "Move Record" is selected, a pop-up window will appear, allowing you to choose which batch record you will move the donation to.
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7Once the batch record is found, click "Move Record".
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8The page will refresh, and the chosen record will disappear, moving it to the selected batch.
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-26-at-12.10.14-PM-1024x331.png)
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-26-at-12.10.51-PM-1024x309.png)
Managing a Closed Batch
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-24-at-10.11.43-AM-1024x245.png)
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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”. Click on the “Manage Donations” link.
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3Click the “View” button on the batch that you need to manage.
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4On the upper right side of the page choose either to adjust the batch or to re-open it.
- Adjust the batch- you can edit an existing donation and choose the adjustment type (to credit or debit the donation and which entry it should apply)
- Reopen Batch- you will open the whole batch record, add another donation, edit the other existing donations and delete an existing donation.
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5Click "Save" for every entry where changes are made.
- If the amount doesn't change when an adjustment was made, just refresh the page for the new amount to reflect.
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-10-at-11.13.54-AM-1024x354.png)
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-10-at-11.14.35-AM-1024x507.png)
![](https://support.church.software/wp-content/uploads/2022/10/Screen-Shot-2022-10-10-at-11.15.19-AM.png)
How to Restore a Closed Batch
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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”. Click on the “Manage Donations” link.
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3Click the "All" button, then click on the "Archived Batches" tab.
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4Wait for the page to load, look for the batch that you need to restore.
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5Click the "Edit" button on the batch you need to restore.
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6Click the "Restore" button on the upper right side of the page.
![](https://support.church.software/wp-content/uploads/2023/01/Screenshot-2023-01-06-at-7.40.39-PM-2048x173.png)
![](https://support.church.software/wp-content/uploads/2023/01/Screenshot-2023-01-06-at-7.40.58-PM-2048x238.png)
Watch this Youtube video for more detailed guide.