Membership videos

These videos will teach you how to manage chapters and set up recurring donations and membership renewals.

For information about Membership training classes, see iMIS Training.

Overview

Membership Overview

 

 

Chapters

Managing chapters

 

 

Setting up membership

Creating a customer type and billing cycle

Creating a billing cycle with multiple primary membership fees

Creating a non-dues billing cycle

Defining customer types

Defining prorating rules

Editing join now

Customizing the membership renewal page

Generating membership renewal notices

Allowing members to renew in advance

Generating a renewal for a single contact

   

Adjustments, reversals, and cancellations

Cancelling a renewal for a member

Making a correction to a membership invoice that has already been paid

Overriding prices and term dates

Expirations

Managing expired members

 

 

Billing

Billing for membership fees

List billing

Processing a membership renewal

Processing automatic membership renewals