Before you process membership transactions, you should select options in NetCommunity Options in The Raiser’s Edge. Specifically, you can apply Transaction Assignments to membership transactions. Review that section before proceeding with this section.
If you include the Membership form on your website and allow members to join and renew their memberships online, you must process the online transactions on the NetCommunity page in The Raiser’s Edge. When you process membership transactions, a gift batch is created in The Raiser’s Edge, and a membership record is created or updated.
Warning: To help you comply with the Payment Card Industry Data Security Standard (PCI DSS), you cannot process a membership that contains recurring gift information if you use The Raiser’s Edge 7.85 or earlier. To process recurring gift transactions, update The Raiser’s Edge to version 7.86 or later.
You can manually override Raiser’s Edge transactions and you must manually link any unresolved donors and gift of membership recipients to Raiser’s Edge records. If a membership category is deleted before the batch is created, you can select a new category during the download/update database process.
Warning: Membership transactions require more interaction and thought than other transactions. You may need to think about certain transactions and manually make adjustments to the membership record during the download process, according to your organization’s policies.