Service Central allows you to offer one-stop shopping to your customers. This module provides a central location for processing event registrations, orders, fundraising gifts and pledges, and payment(s). In addition, Service Central provides your organization with the ability to sell products and services from various areas and apply payment for the products or service with a single check or credit card transaction.
Service Central Capabilities
The Service Central module has many unique and useful capabilities. The following list is an overview of Service Central module capabilities:
■ Apply events and orders payments using a single point of entry
■ Pay and view cash dues and subscription list payments for both the company and the individual
■ Apply fundraising gift/pledge payments
■ Authorize or validate credit card payments
■ Apply payment for any open balance for any module within iMIS
■ Create a Transaction Summary report for customers of dues/subscriptions, events, fundraising gifts/pledges and orders activity
■ Print and distribute a Transaction Summary report of all Service Central transactions using e-mail or regular mail
■ Calculate and display a Total Amount due as you enter items on the Process customer requests window
■ Option to Auto-apply payment to the oldest items or to apply payment to individual outstanding items in the Payment Entry window by selecting or deselecting the line item
■ Display Fundraising items with a Balance Due on the Payment window
■ Option to search by customer ID, date, or transaction number from the Payment Entry window
■ Easy access to all iMIS modules
■ Display All, Outstanding, and Current batch transactions
■ Display All, Outstanding, and Today non-batch transactions
Module Restrictions
■ Open credit balance line items and Fundraising items are not selected for Auto-apply on the Payment Entry window when you open it from the Process customer requests window.
■ Do not apply overpayments to Fundraising items, which results in a credit balance. Instead, apply overpayments to the Pre-Pay line.
■ Separate Posting Required, an AR/Cash function is not compatible with Service Central.
■ Accrual Dues Billing is not compatible with Service Central.
■ Do not create credit and debit memos using the Service Central module; create credit and debit Memos only in the AR/Cash module.
Note: Processing customer credit card authorization and batch control transactions in Service Central is optional. These features must be set up by your administrator. See Credit Card Authorization.
Navigation for Service Central
To gain access to the Service Central task list, select Service Central from the navigation bar.
■ Process customer requests - Select this task list item to open the Process customer request window that interfaces with other iMIS modules to allow you to process customer requests.
■ Process billing - Select this task list item to open the Process billing window where you can create a dues billing and place a subscription for an individual or a company customer.
■ Register a customer - Select this task list item to open the Register a customer window where you can enter registration information for a customer.
■ Enter and edit gifts - Select this task list item to open the Enter and edit gifts window where you can enter and edit gifts and pledges.
■ Process sales transactions - Select this task list item to open the Process sales transactions window where you can process sales transactions that are tracked through AR/Cash.
■ Process orders - Select this task list item to open the Process orders window where you can process orders.
■ Enter and edit payments - Select this task list item to open the Enter and edit payments window where you can enter payments received from customers. By default, the Pay Amount field is not auto-populated and the Pay option is not auto-selected.
■ Generate reports - Select this task list item to open the Service Central Generate reports window where you can generate a report of detailed daily receipts or a monthly cash distribution report.