Default Payment Option | Voters

Default Payment Option

planned

Michael Nelson

An option to set the default for Admin Batch Processing to check for be a great time saver as the credit card default is almost never used in the Admin Batch Processing process.

June 6, 2023

Julia Rhodes

marked this post as

planned

Julia Rhodes

Hi Michael! Thanks for reaching out. We are currently planning out Admin Batch Giving for 2.0. We plan to have the payment type default to the method you used for the previous entry. This means that:

An admin goes into ABG and makes the first entry be a check entry.
An admin goes into the same batch and makes a second entry. The payment type would default to a check entry. You have the ability to change the payment type, but it defaults to what you had chosen previously.

This way, you can easily put all Checks through without adjusting that! Or you can start with Checks and then shift into Cash fluidly.

Thank you for your feedback here!