Commerce videos

These videos will teach you how to set up billing, reverse payments and enter replacement gifts, use the On behalf of feature, set up and cancel recurring payments, use special pricing, and handle open invoices.

For information about Commerce training classes, see iMIS Training.

Entering a replacement gift

Reversing a payment

Recording a donation On behalf of a member

Using special pricing for a specific value

Using special pricing for a specific customer

Open Credit Display content item

Setting up membership renewal groups

Shopping Cart overview

Canceling a recurring payment instruction

Creating donation items

Making payments to open invoices

Setting up a simple product

Setting up renewal billing for purchases

Creating a subscription product

How to view transactions

Working On behalf of for purchases

Setting up dues membership billing

Renewing a member paying by check

Creating secured content for purchases

Using the VAT invoice report

Reviewing and adjusting renewals in the cart

Reversing an invoice

Configuring and processing direct debits with SecurePay

Processing direct debits with iATS

Configuring your system for recurring transactions using AutoPay

Creating payment terms

Backdating cash and check transactions

Creating payment method set

Printing contact account statements

Entering payments

Recording a payment reversal

Exporting general ledger transactions

Overriding the price of a product

Defining a collection of items

Managing Product Classes