Authorizing credit cards and debit cards

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

  • Finance: Sales transactions and cash receipts windows
  • Membership: Dues and subscriptions payments
  • Fundraising: Gifts, pledges, and fundraising payments
  • Customer Service: Payment entries

Card authorization allows you to search by card number or customer ID to find credit card or 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 a gateway reference number and authorization code fields. To enable this option, in the Advanced Accounting Console, go to Finance > Options > Configure accounting options.