NAMI 360 – Screenshot Guide 4 Renewals
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Transcript of NAMI 360 – Screenshot Guide 4 Renewals
NAMI 360 – Screenshot Guide 4Renewals
#14 Organization Leader creates a batch for Membership Renewals
Test Case #14: Creating a batch for Renewals
Click here to Manage eBatches
Click here to create a new eBatch
Click on Save to Add the new eBatch
#15 Organization Leader searches for memberships to be renewed
Test Case #15: Searching for records to Renew
Click here to Search for Individuals
1) Enter Search Criteria to find Individual Record
2) Click on Search to Find Records
#16 Organization Leader adds to batch single membership renewal
Test Case #16: Adding to an eBatch records to be renewed
Click on an individual Record
Click onAdd/RenewMembership
4) Click onAdd/RenewMembership
3) Select an eBatch
2) Check Appropriate Withholdings
1) Select Membership Package
#17 Organization Leader adds multiple membership renewals to an eBatch
Test Case #17: Adding Multiple Membership Renewals to an eBatch
Click onManageMembership
3) Click on Search to Find Records
2) Enter Search Criteria to find Individual Record
1) Create a New Batch if not already done
4) Click on the checkboxes next to the records you want to renew
6) Update Organization Withholdings5) Optionally, enter a new Renew Date
7) Select an eBatch
If needed, update Organization Withholdings
If needed, update Membership Packages
Click on Close Batch when you are ready to proceed with Payment Process
#18 Organization Leader closes renewal batch and proceeds with batch payment
Test Case #18: Closing Renewals eBatch
Click on Close Batch when you are ready to proceed with Payment Process
Click on Continue
Select the Payment Method
Click on Submit
#19 Organization Leader verifies membership renewals
Test Case #19: Checking Renewals
Click onManageeBatches
Click on eBatch Number to access eBatch records
Click on one of the records to verify the associated membership data