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Documentation

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iMIS EMS Documentation
Latest Release: August 2026 (20.3.235)
iMIS Video Tutorials
Upgrading
QuickStart Template
Cloud Services
iMIS Guides
Glossary

Community: Dashboard
Committees
Account pages
Contacts
Security
Administering volunteers
Communities: Settings

Membership
Membership: Dashboard
iMIS Membership: Getting Started & Best Practices
Using the Membership Configuration Wizard
Batches & Invoices
Billing cycles
Billing products
Cancelling & Adjusting
Managing chapters
Joining (Join Now)
Defining prorating rules
Membership promotion codes
Renewing (Renew Now)
Settings & Data

iMIS Fundraising: Getting Started Guide
Fundraising: Dashboard
Donations
Gifts
Receipting
- Issuing and viewing charitable receipts
- Voiding and issuing replacement charitable receipts
Gift Aid
Adjusting and reversing fundraising invoices
Defining fundraising source codes
Fundraising business objects
Premiums
Setting up moves management
- Moves Management: Dashboard

Events: Dashboard
iMIS Events: Getting Started & Best Practices
Creating an event
Managing registrations
Managing events
Cancellations

Advertising Management (SpaceMaster)
Advertising: Dashboard
Advertising: Getting Started Guide
Media orders
Media asset management
Setting up sales representatives, territories, and commissions
Setting up mappings
Defining production settings
Setting up Reference lists
Reversing advertising invoices
Advertising queries and business objects

iMIS Commerce: Getting Started & Best Practices
Commerce: Dashboard
Products
Order Confirmation emails
Shopping cart
- Setting up the shopping cart
- Clearing or deleting customer carts
Purchases
Orders
Defining promotion codes
- Applying promotion codes
- Using promotion codes: Examples
Pricing groups for products and events

Marketing
Communications
Campaigns
Segmentation
RFM analytics

Certification
Migrating certification programs
Creating a certification program
Defining certification communications
Managing enrollments
Approving completions
Cancelling certification programs

Finance
iMIS Finance: Getting Started & Best Practices
Finance: Dashboard
Differences between Global Payments and Stripe
Global Payments gateway
Stripe: Getting Started Guide
Invoices
Payments
Managing batches
Accounting
Automatic payments (AutoPay)
Taxation

Reports
iMIS Report Writer
Reporting with IQA or SSRS
- Reporting in IQA
- SSRS reports
Provided SSRS reports
Modifying and creating SSRS reports

RiSE: Dashboard
Site Builder
Page Builder
- Creating content
- Managing Content
Theme Builder
Dynamic Content Items
Tagging
Maintenance
Intelligent Query Architect (IQA)
Business Objects
Form Builder
Panel Designer
Process automation
Scoring
Document system
Workflow
Task Viewer
Upgrade log

Settings
About iMIS
Organization: Settings
Contacts: Settings
Addresses: Settings
Membership: Settings
Communities: Settings
Fundraising: Settings
Events: Settings
- Events Settings: Resource types
- Events Settings: General
Commerce: Settings
Finance: Settings
RiSE: Settings
Language translation
General lookup tables
Email settings
Advanced email: Settings
Implementing Change Notifications
AI
- iMIS Assistant chatbot
Settings audit: Checking settings for warnings or errors
Data retention settings

Hub Union Suite for iMIS

Legacy iMIS versions
Using the Workbook Converter
ASI's Commitment to Security
iMIS reserved words
Browser requirements
iMIS Technology
iMIS Assistant chat temporaily offline

Receipting

Issuing and viewing charitable receipts
Voiding and issuing replacement charitable receipts

Updated 3 months ago

Adding notes during gift entry

Issuing and viewing charitable receipts

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