How do I Set Up a Recurring Payment for a Membership (aka Set Up Auto Renew)?

  Overview

In this article you will learn how to set up an auto renewing/auto pay arrangement for a membership.

  Before You Start

Follow all steps in How do I Enroll a Member into a Membership? until you get to the section of the screen that says "Autorenew."

1. If you'd like this Membership to be auto renewed, check Auto Renew and complete the following:
   
   • Optionally choose Days in Advance of the renewal date that you'd like to process the renewal from the drop down
   • Choose a Payment Plan Template from the drop down (see How do I Create a Payment Plan Template?)
   • Select a Payment Plan Method from the drop down:
     
     • Enroll in AutoPay (see * in Notes here) - Select this option to have installment payments made automatically. Then choose a Payment Option from the drop down (You must have Stored Payment Options for this Household). For more information about stored payment options see How do I set up a Household Stored Payment Option for Payment Plans?.
     • Send Installment Due Email - Select this option to send an email to the Customer each time an Installment Payment is due.
     • Manage Manually (No Email Sent) - Select this option to manage the Payment Plan manually
2. Click Save

  Notes:

* This option is only available with Authorize.net or Fiserv payment processors.