Donation transactions create a gift batch in The Raiser’s Edge. You can create a gift batch or use an existing gift batch to process donations.
| 1. | From the NetCommunity page in The Raiser’s Edge, click Donations. The Donations Transactions screen appears. |
You can also assign a batch for Event Registrations and Memberships. Follow the same steps in this procedure to select a batch for these transaction types.
| 2. | From the menu bar, select Tools, Transaction Options. The Transaction Options screen appears. |
Note: When you assign a batch for Memberships, to access the Transaction Options screen, click Batch Options on the bottom of the Process Membership Transaction screen.
| 3. | In the Batch Number frame, to assign the batch the next available number in the program, select Use next available batch number. |
| 4. | To download the gifts to an existing batch in The Raiser’s Edge, select Add records to an existing batch or create a new batch with this number. Click the binoculars to select the existing batch or create a new batch for the transactions. If the batch includes a default set, the values apply to the gifts you include in the existing batch. |
If you exit the NetCommunity page, you need to select the existing batch number again when you return to process transactions. You cannot select an existing batch that has already been committed.
Tip: We recommend that you select Add records to an existing batch. This option downloads all transactions to the same batch. If you select another option, we recommend that after you process the first transaction, you edit the batch to assign subsequent transactions to it. To do this, open the Transaction Options screen, select Add records to an existing batch, and enter the batch number.
| 5. | To load a default set of values from an existing batch for a new batch, select Create a new batch and use existing batch below for default fields and values. Click the binoculars to select the batch to load the default set from. Because you select a default set for a new batch, you can select from a previously committed batch. |
When you select a default set, only the Defaults tab General values from The Raiser’s Edge Batch load for Blackbaud NetCommunity transactions. Split Gift, Schedule, and Honor/Memorial values do not load for transactions. For more information about batch default sets, see The Raiser’s Edge Batch Guide.
| 6. | To return to the Donations Transactions screen, click OK. To confirm the correct batch number is assigned to the transaction, view Current Batch Number in the lower left corner of the screen. |