To set up Standing Orders, you must:
■ Configure iMIS batch control for Standing Orders.
■ Edit your staff site sitemap to display the Standing Order navigation items.
■ Configure the Standing Orders pages.
Note: To use iMIS Standing Orders, the ASISOAHost15 service must be running on the appserver.
Note: The steps below are based on the default Standing Order configuration shipped with iMIS. If your organization has tailored this feature, your view of the product may not match the documentation.
To configure batch control for Standing Orders
To use iMIS Standing Orders, you must set up your AR/Cash batch control (see AR/Cash Batch Control window) to enable either Auto Sequential Batch Numbers or Auto Date Batch Numbers, if one of these options is not already selected.
After you match the Standing Order payments you receive from the bank to the payments you expected to receive, an iMIS gift is created and automatically placed in system-generated Internet batches that are created based on the date the match was made. All of the transactions from a single day are placed in a batch with the same date. If today's Internet batch is closed, and a new Standing Order transaction takes place, a new batch is created with today's date.
To display the Standing Order navigation items
1. From either Content Management or Tools, select Site designer > Manage sitemaps.
2. From the drop-down menu above the sitemap tree, select your staff site.
3. Reveal the Standing Order commitments navigation item.
□ In the sitemap tree, expand Contacts > Contact management.
□ Select the Standing Order commitments navigation item.
□ From the toolbar click Edit.
□ Under Options, clear the This navigation item is hidden checkbox.
□ Save, and close the window.
□ From the toolbar click Publish.
The Standing Order commitments page is displayed on your staff site.
4. Reveal the Recurring donations navigation item.
□ In the sitemap tree, expand Donations.
□ Select the Recurring donations navigation item.
□ From the toolbar click Edit.
□ Under Options, clear the This navigation item is hidden checkbox.
□ Save, and close the window.
□ From the toolbar click Publish.
The Standing Order navigation items listed under Recurring donations are displayed on your staff site.
To configure the Standing Order pages
iMIS Standing Orders is built using content records and iParts (Concept: content records, iParts, and content types) that you can configure for the needs of your organization.
By default, iMIS Standing Orders is comprised of the following:
|
Description |
Default navigation |
Default content record |
iParts |
|
An authenticated public user can commit to a Standing Order donation from a simple webpage. This feature is not set up by default. You can add this iPart to your public WCM website. |
(none) |
(none) |
Recurring Donation Commitments Public View |
|
The default Thank You page that displays after a public user makes a Standing Order commitment. |
(none) |
@/iMIS/Fundraising/Standing Order Thank You Page |
(none) |
|
Staff can add, update, or delete standing orders from a detailed view of the commitment. Before using this content for the first time, you must configure the iPart to select a default Payment Method. |
Contact management > Standing Order commitments |
@/iMIS/Fundraising/Recurring donation commitments |
Recurring Donation Commitments |
|
Staff can generate expected Standing Order payments for a given month. |
Donations > Recurring donations > Expected payments |
@/iMIS/Fundraising/Expected payments |
Recurring Donation Expected Payments |
|
Staff can import and process Standing Order payment files received from your organization's bank. |
Donations > Recurring donations > Import Standing Order payment file |
@/iMIS/Fundraising/Import Standing Order payment file |
File Importer For Web Services File Viewer For Web Services Log Viewer For Web Services |