Commerce videos

These videos will teach you how to use the On behalf of feature, set up donation items, make payments to open invoices, and renew a member who is paying by check.

For information about Commerce training classes, see iMIS Training.

Recording a donation On behalf of a member

Shopping Cart overview

Making payments to open invoices

Working On behalf of for purchases

Renewing a member paying by check

Creating secured content for purchases

Creating a new payment method type

Configuring iMIS for VAT

Exporting general ledger transactions

Configuring your system for recurring transactions using AutoPay

Printing contact account statements

Defining products

Recording a payment reversal

Backdating cash and check transactions

Printing trial balance reports

Viewing payment details

Recording a refund

Applying partial payments

Adjusting and reversing order invoices

Adjusting and reversing an accrual membership renewal invoice

Defining promotion codes for items in the same cart

Defining promotion codes for items for the same registrant

Entering and adjusting inventory receipts

Overriding the price of a product

Defining product categories

Defining a collection of items