Magic Support Articles

Include Contributions in Internet Member Services (IMS)

Title: Include Contributions in Internet Member Services (IMS)
Submitted by: Rapattoni Magic Software Support
Issue: How can I allow members to make contributions when they pay their dues online through IMS?

If your association has purchased the Internet Member Services (IMS) module, you can enable your members to make RPAC contributions when they make their dues payment online.

Set up your billing charge codes as you would for a traditional paper billing. While setting up the Billing-Type Charges, be sure that the contribution charge codes are set up correctly:

Managers > Accounting > Billing Sources > Billing-Type Charges

Click the For Members button.

Select the appropriate billing group. Then, make sure that the contribution charge code has been entered for every billing type that is allowed to contribute.

When a contribution charge code is highlighted, the Recommended Min/Max Contribution fields display in the lower-right. Use these fields to set the suggested contribution amount that will display on your member's invoices. For each member, the amount will be based on the contributions they made during the prior year. For example, if the values are set to Min = $25.00 and Max = $100.00:

  • 0 donated last year – recommended amount = $25.00
  • $50.00 donated last year – recommended amount = $50.00
  • $500.00 donated last year – recommended amount = $100.00

Next, make sure that IMS has been set up properly for contributions.

Managers > Internet Member Services > IMS Setup Form

With the appropriate association highlighted, click the Service Setup button.

Highlight the IMS Service that has been set up for contributions, and then press Ctrl-M to switch to Modify mode. Next, click the Accounting Setup button. NOTE: If you do not see an IMS service for contributions, contact Rapattoni Magic Support.

Verify that the Contribution Billing Year field is correct. It should match the Billing Year in your contribution charge code.

Finally, verify that your annual dues invoice type is set up properly.

Managers > System Setup > Accounting Setup > Invoice Type Table

Highlight the appropriate Invoice Type, and make sure that the Memo Charges field is set to "Y."

Now, when members pay their dues invoice through IMS, they'll be able to include a contribution.

The recommended amount automatically displays for each member. The Modify link lets them change the amount, or zero it out, if desired.

TIP: You can increase contributions by providing your members with important information at the time they choose to modify their contributions (version 8.22 and higher). To do this, create a message and save it in Microsoft Word with "IMSContribution_BenefitsXXXX.htm" as the file name. The XXXX represents a specific charge code. Place the file on your web server in the "webs/documents/" folder. For assistance, contact Rapattoni Magic Software Support.

When members contribute through IMS, the system automatically generates a second invoice for the contribution, and payment is applied to both their dues and contribution invoices at the same time.

If you have any questions, please call Rapattoni Magic Support.