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