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Check Scanning

Add checks to your Batches without needing to enter them manually! Simply follow the instructions below to get started.

Cody Walton avatar
Written by Cody Walton
Updated over 5 months ago

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Open an existing Batch

Start off by navigating to the Batches screen in your Giving Dashboard and select a batch that is open and that you want to add checks to.

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Create a Gift

Once inside the batch, click the Create Gift button at the top of the page.

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Turn on Check Scanning

When viewing the Create Gift menu, enable the "Check scanning" toggle at the top right side of the menu.

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Scan a check

Insert the check into your scanner. Once the check is read by the system it will recognize the name on the check and assign it to that donor.

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Currently, the MagTek MICRSafe HID Check Scanner (Keyboard model) is the only scanner supported when using Check Scanning.

If the donor who wrote the check doesn't have a profile yet, you will need to create a profile for them at that point. Once they have a profile, their name will be automatically populated when you scan their subsequent checks.

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Then, just enter the amount, review that the details are correct, and press the "Create gift" button! You can then move on to scanning the next check.

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