NAMI 360 – Screenshot Guide 4 Renewals

1. NAMI 360 – Screenshot Guide 4 Renewals

2. Test Case #14: Creating a batch for Renewals

3. Click here to Manage eBatches

4. Click here to create a new eBatch

5. Click on Save to Add the new eBatch

7. Test Case #15: Searching for records to Renew

8. Click here to Search for Individuals

9. 2) Click on Search to Find Records 1) Enter Search Criteria to find Individual Record

11. Test Case #16: Adding to an eBatch records to be renewed

12. Click on an individual Record

13. Click on Add/Renew Membership

15. 1) Select Membership Package 2) Check Appropriate Withholdings 3) Select an eBatch 4) Click on Add/Renew Membership

17. Test Case #17: Adding Multiple Membership Renewals to an eBatch

18. Click on Manage Membership

19. 1) Create a New Batch if not already done 3) Click on Search to Find Records 2) Enter Search Criteria to find Individual Record

21. 4) Click on the checkboxes next to the records you want to renew 5) Optionally, enter a new Renew Date 6) Update Organization Withholdings

22. 8) Click on Add Records to Batch 7) Select an eBatch

23. If needed, update Organization Withholdings If needed, update Membership Packages

24. Click on Close Batch when you are ready to proceed with Payment Process

25. Test Case #18: Closing Renewals eBatch

26. Click on Close Batch when you are ready to proceed with Payment Process

27. Click on Continue

28. Select the Payment Method

29. Click on Submit

31. Test Case #19: Checking Renewals

32. Click on Manage eBatches

33. Click on eBatch Number to access eBatch records

34. Click on one of the records to verify the associated membership data