Authorizing credit cards

Card authorization is the process of obtaining payment authorization when a credit/debit card transaction is entered. Credit/debit card transactions can be authorized across these areas of iMIS:

  • AR/Cash: Sales transactions and cash receipts windows
  • Billing: Dues and subscriptions payments
  • Fundraising: Gifts, pledges, and fundraising payments
  • Service Central: Payment entries

Card Authorization allows you to search by card number or customer ID to find credit/debit card transactions throughout iMIS.

Note: If Advanced PCI Compliance options > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.