On the Membership Summary or Default grid, you will see a blue Pencil and Paper icon on each transaction row on the far left. When clicked, this icon will allow you to edit the transaction listed. You will be able to edit which Membership Form and Level the transaction is connected to as well as Dates, Payment fields, and other settings. Below is the description for all the Editable values that appear while editing an existing Membership transaction.
Membership Name – Which Membership Form the Membership Level appears on
Description – Which Membership Level the transaction is for.
Date – The date of purchase/submission
Expiration Date – The date the membership will become inactive and expire.
Price – The cost of this Membership Level.
Payment Type – The Payment Method used by the purchaser for this transaction.
Check Number – The number for the Check used to pay for the transaction.
Membership Profile ID – ID assigned to the Constituent attached to this Membership transaction.
Auto-Renew? – Asks if this Membership automatically renew itself on the expiration date. Note: for this process to work, the Member must have a credit card saved on their Constituent record and their purchase must be set up for recurring payments, either Monthly, Quarterly, or Annually.
Inactive – When set to Yes, this Membership will update its Status to Inactive overriding the Expiration Date.
Acknowledged – Asks if an Acknowledgment should be sent to the purchaser.
Acknowledged How – Asks how the Acknowledgement was sent.
Acknowledged Date – Asks what date the Acknowledgement was sent.
Exclude From Online Directory – When set to Yes, this Membership and the Constituent attached to it will be hidden from the Online Membership Directory.
Note you will be unable to edit the Payment Type or Check # if a Membership Transaction has not been paid. This is not where a new payment can be entered.
