Transaction records are created for the various financial actions, such as membership joins, membership renewals, product purchases, event registrations, open invoice payments, and donations, that take place on your website. iMIS automatically groups these transactions in batches by date.
Note: The MANAGER account cannot create manual batches. When using the MANAGER account, the default batch is always selected. As a reminder, the MANAGER account should never be used to process transactions. See Overview of security throughout iMIS for more information.
In this section
- Configuring the batch mode
Creating a new batch
Selecting a new batch and switching between open batches
Posting batches
Modifying the batch status and reopening a batch
Finding and viewing batches
Deleting batches
Exporting batches
Running batch reports
Editing the batch description