---
schema_version: "1"
id: 02508836d5bbc14d5c2d114da1ccaac4a45b0bd0ff7b26c68cc78b9ed01bca6b
title: Configure Batch Numbers for Donations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_configure_batch_numbers.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1fb8fc2562c17d407fda66346a92db5638222ee246e596de236d7868a4772859
description: For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.
products:
  - Nonprofit
release: "264"
---
# Configure Batch Numbers for Donations

For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.

NPSP allows you to set up a custom batch number format and automatically attach the Batch Number to:

- Payments, upon creation or when marked as Paid.
- Opportunities, upon creation.

When a batch number format is active, NPSP adds Batch Numbers to donations associated with NPSP Data Import Batch records. These auto-generated numbers show up on:

- Donations created or updated as part of a batch in Gift Entry.
- Donations tied to an NPSP Data Import Batch and imported using NPSP Data Importer.

- **[Grant Batch Number Permissions](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5)**  
    Give users access to the Batch Number feature by adding these permissions to profiles or permission sets.
- **[Add Batch Number to Page Layouts and List Views](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5)**  
    When active, the batch number you configured appears in the Batch Number field on Opportunities and Payments. Add the field to your page layouts.
- **[Create a Batch Number Format](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5)**  
    Create a format for your batch numbering that works best for your org.

## Grant Batch Number Permissions

Give users access to the Batch Number feature by adding these permissions to profiles or permission sets.

To add the permissions through profiles:

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Enter Profiles in the Quick Find box, then click **Profiles**.
3. Click the name of the Profile you want to add the permissions to.
4. In the **Enabled Apex Class Access** section, click **Edit**.
5. Add npsp.BDI\_BatchNumberSettingsController to the **Enabled Apex Classes** list.
6. Save your changes.
7. In the Field-Level Security section, click **View** next to Opportunity.
8. Click **Edit**, and select **Read Access** for the Batch Number field.
9. Save your changes.
10. Click **Back to Profile**.
11. In the Field-Level Security section, click **View** next to Payment.
12. Click **Edit**, and select **Read Access** for the Batch Number field.
13. Save your changes.
14. Repeat these steps for all profiles that should have access to the Batch Number fields on Opportunities and Payments.

## Add Batch Number to Page Layouts and List Views

When active, the batch number you configured appears in the Batch Number field on Opportunities and Payments. Add the field to your page layouts.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab, then click **NPSP Data Import Batch**, **Opportunity**, or **Payment**.
3. Click the name of the page layout you want to update.
4. Drag and drop **Batch Number** onto the layout.
5. Click **Save**.
6. Repeat these steps for all NPSP Data Import Batch, Opportunity, and Payment page layouts where you want to see the Batch Number field.
7. You may also want to add Batch Number to the Batches list views in Gift Entry. Learn more in [Configure Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5 "Prepare your NPSP Salesforce org to add or edit donations and related information in one entry form.").

## Create a Batch Number Format

Create a format for your batch numbering that works best for your org.

Configure a batch number format in NPSP Settings.

1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
2. Go to **System Tools** | **Advanced Mapping for Data Import & Gift Entry** | **Batch Number Settings**.
3. Enter a **Display Format**. Your format can be up to 30 characters, including the optional prefix. It must be unique and include the number of digits. Here are a few examples:
    
    - A sequence formatted as {0} with a starting number of 9 displays as 9, 10, 11, etc.
    - A sequence formatted as {00000} with a starting number of 9 displays as 00009, 00010, 00011, etc.
    - A sequence formatted as ABC-{0000} with a starting number of 9 displays as ABC-0009, ABC-0010, ABC-0011, etc.
4. Set a **Starting Number**. If left blank, the number will start at 1.
5. Enter a **Description**, if desired.
6. Click **Save** or **Save & Activate**.

If you didn't activate the batch number when you saved it, click ![Show More icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) next to the format in the Batch Number Formats table, then click **Activate**. You can have one active batch number format at a time.