Use Batches for Online Giving

Unlike processing on-site transactions, which are manually entered, the creation of online transactions in Rock is an automated process. The steps differ a bit depending on whether the transaction is a one-time transaction or a scheduled recurring transaction.

One-Time Transactions

When a one-time transaction is created online, it's immediately sent to the payment gateway and processed. If the gateway accepts the payment, a transaction is immediately created in Rock. The transaction is added to an Online Transaction batch. The transaction will be placed in an existing batch if one is available with the following criteria:

  • Is open
  • Has a matching prefix to the one defined on the Utility Payment Entry block
  • The current date and time falls in between the batch’s start and end date

Otherwise, a new batch will be created for the transaction with a start and end date of the current day.

Note

Future One-Time Gifts
If a one-time gift is configured to process on a day other than the current day, it will be processed like a scheduled transaction.

Schedule Recurring Transactions

Scheduled transactions work a bit differently than one-time gifts. These transactions must be downloaded at a later date from the payment gateway. See the Downloading Transactions section for details on how to download these transactions.