---
schema_version: "1"
id: 7564438eeb95b0bda1a581a68ae0684ab7c050ec90a914dd87d1bf8ceb04ee61
title: Create and Edit Gift Entry Batches
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_ge_create_edit_batches.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_edit_batches.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee1d8166a0a6197ec75bfc3430c7266dda67cd990f2d6af2434d904e314d3a46
description: Specify details about a batch in Gift Entry, including number of gifts and default values for fields.
products:
  - Nonprofit
release: "264"
---
# Create and Edit Gift Entry Batches

Specify details about a batch in Gift Entry, including number of gifts and default values for fields.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note Watch the Nonprofit Salesforce How-To Series video: [Create Gift Entry Batches](https://www.youtube.com/watch?v=bWFEcKeMwlg).

- **[View Batches of Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_edit_batches.htm&release=264.0.0&type=5)**  
    View batches created with either Gift Entry or the legacy Batch Gift Entry in Gift Entry.
- **[Create a Batch](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_edit_batches.htm&release=264.0.0&type=5)**  
    Before you start entering gifts, set up your batch header details and determine what information users are required to enter. You can edit this information later, if necessary.
- **[Edit Batch Options](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_edit_batches.htm&release=264.0.0&type=5)**  
    After creating a batch, you can make changes. For example, after you create the batch and enter a gift, you want to update the Expected Count of Gifts field or set a default value for Donation Date. Edit the batch and make these changes.

## View Batches of Gifts

View batches created with either Gift Entry or the legacy Batch Gift Entry in Gift Entry.

To view gift batches:

1. From the App Launcher, find and select **Gift Entry**.
2. Click the **Batches** subtab.
3. Identify which tool created a batch by looking at the Form Template column.
    
    If Form Template is blank, the batch was created with the legacy Batch Gift Entry tool.
    
    ![Batches tab in Gift Entry showing the Form Template column highlighted across multiple batches, some created with the old Batch Gift Entry tool and some with Gift Entry.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/old_and_new_ge_batches.png)
4. Open the batch in the tool where it was created by clicking the Batch Name.

## Create a Batch

Before you start entering gifts, set up your batch header details and determine what information users are required to enter. You can edit this information later, if necessary.

1. From the App Launcher, find and select **Gift Entry**.
2. Click **New Batch**.
3. Select the template to use for the batch.
4. Click **Next**.
5. Enter a Batch Name.
    
    We recommend using a unique name for each batch.
6. Enter other necessary information—such as a Description, the Expected Count of Gifts, and the Expected Total Batch Amount.
7. If you want to ensure that the count of gifts or the total amount of gifts saved to the batch matches the values you enter, select **Require Expected Totals Match**.
8. If you selected Require Expected Totals Match, then enter a value for at least one expected totals field: Expected Count of Gifts or Expected Total Batch Amount.
9. To enter recurring gifts in the batch, select **Allow Recurring Donations**.
10. Click **Next**.
11. Set default values for fields.
    
    If the template already has defaults, they appear here. If necessary, you can override the template default values for this batch.
12. **Save** your changes.

If you set up and activated a batch number format, all Opportunities and Payments associated with this batch will include the batch number in the Batch Number field. Learn more in [Configure Batch Numbers for Donations](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5 "For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.").

Now you're ready to [Enter Gifts in Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enter_gifts_in_ge.htm&release=264.0.0&type=5 "Enter donations, donors, and their related records in one form as a batch or one at a time."). If your batch includes Recurring Donations, click **Make Recurring** when entering the gift.

## Edit Batch Options

After creating a batch, you can make changes. For example, after you create the batch and enter a gift, you want to update the Expected Count of Gifts field or set a default value for Donation Date. Edit the batch and make these changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note You can't update the template you selected for this batch.

Any changes you make don't affect records that you already saved to the batch. If you update default values, the updated values aren't copied to records already saved to the batch. You need to manually update the field values for existing records.

1. From the App Launcher, find and select **Gift Entry**.
2. Go to the **Batches** subtab.
3. Select the name of the batch you want to update.
4. In the batch, click **Edit Batch Info**.
5. Make your changes.
6. **Save** your changes.