You might frequently receive transactions, such as product orders, membership joins, and event registrations, through the mail or over the phone. In these cases, the payment is often deposited before a staff member can enter the transaction into iMIS, but you need the transaction date in iMIS to match the true date of the transaction. To accomplish this task, Staff users can easily backdate their own and On Behalf Of cash and check transactions.
Note: You cannot backdate transactions that use gateway payment methods, such as credit cards and PayPal.
The entered transaction date is used as the order, invoice, journal entry, and payment date. If a dues product is purchased, the entered transaction date overrides the system date as the membership join date.
The transaction is added to an open batch for the entered transaction date. If all batches for that date are closed, a new open batch for the date is automatically created.
Warning!
When you change the transaction date, the newly entered date persists to each transaction you enter that uses a non-gateway payment method in the same session.
Do the following to backdate cash and check transactions:
- Go to the Staff or Member site.
- Select to work On Behalf Of the contact for whom the transaction is for.
- Navigate to the cart.
- Select Override transaction date and enter the correct transaction date.
- Add the items purchased by the contact to the cart.
- Proceed to checkout.
- Enter the appropriate payment details.
- Choose to Pay Now or Pay Later.
- Select a non-gateway payment method, such as a checking account. If you select a gateway payment method, such as a credit card, you will receive an error message.
- If requested, enter the Check Number.
- Click Submit Order.
