Essentials of iMIS AutoPay - Membership

AutoPay provides organizations the ability to support automatic membership renewals. AutoPay uses a tokenization engine (Pay Central Service / DataVault) to process credit card and bank account information for recurring payments while maintaining PCI compliance.

In the Essentials of iMIS AutoPay - Membership course, learn how AutoPay can help with member retention while enabling staff users to discontinue automatic payments for members at any time.

How you will benefit

You will learn all key aspects of automatic membership renewals in iMIS:

  • Benefits and Features of AutoPay
  • Setup and Configuration of AutoPay for Membership
  • Enrolling in Automatic Renewals
  • Modifying AutoPay enrollments
  • Processing and retrieving payments
  • Managing failed payments
  • Dashboards and reporting tools

Who should attend? 

This course is suited to Membership Managers, Finance Officers and System administrators

Additional License

AutoPay is a module requiring an Additional License key. Please contact ASI Technical Support or your Authorized iMIS Solution Provider for information.

iMIS Version

  • iMIS Cloud Enterprise (20-300)

Delivery Method

Duration

  • 45 mins

Pre-Requisites

  • Essentials of iMIS Billing

Course Code

  • AUTOMEM

Delivery Methods Key

The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • Instructor-Led Courses - register for a course in your nearest region with a live trainer
  • Ask the Coach -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach