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Documentation

Account pages

iMIS 100 Documentation
Latest Release: August 2026 (100.3.182)
- Previous Releases

Account pages
Contacts
Contacts
- Address Verification Service (AVS)
Clubs
Security
Setting up groups
Hiding inactive groups
Administering volunteers

Batches & Invoices
Cancelling a renewal for a member
Groups
Joining (Join Now)
- Setting up Join Now
- Setting up Organization Joins
Examining the Membership dashboard: Total members
Defining prorating rules
Renewing (Renew Now)
Member website content

Donations
Gifts
Receipting
- Issuing and viewing charitable receipts
- Ensuring gifts are eligible for receipting
Gift Aid
Setting up moves management

Creating an event
Managing registrations
Managing events
Cancellations
- Cancelling an event registration
- Charging a cancellation fee

Products
Checkout configuration
Defining promotion codes
- Applying promotion codes
Purchases

Communications
Campaigns

Gateways
- iMIS Pay Gateway
- Stripe gateway
Invoices
Payments
Accounting
Automatic payments (AutoPay) PLUS
Taxation

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

RiSE
Site Builder
Page Builder
Theme Builder
Dynamic Content Items
Tagging
Maintenance
Intelligent Query Architect (IQA)
Business Objects
Form Builder
Panel Designer
Process automation
Scoring
Document system
Workflow
Upgrade log

Settings Setup
About iMIS
- Configuring licensing in iMIS
- Resetting the website cache
Organization: Settings
Contacts: Settings
Addresses: Settings
Groups: Settings
Fundraising: Settings
Events: Settings
Commerce: Settings
Finance: Settings
Advanced email: Settings
RiSE: Settings

Using the Workbook Converter
Workbook Converter FAQ
Workbook Converter tips
Pre-conversion tasks
Locating the Workbook Converter
Preparing the workbook data
Importing the workbook data
Post-conversion tasks
Importing groups
Importing standalone panels
Importing AutoPay data into the Workbook Converter
iMIS for Clubs: Working with historical member data

Additional Resources Overview
Glossary
iMIS reserved words
Browser requirements

Account pages

Understanding and modifying account pages
Editing custom account pages
Adding alerts to account pages
Creating a panel and adding it to account pages

Updated about 2 months ago

Previous Releases

Understanding and modifying account pages

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