AutoPay: Getting Started Guide

Membership Training Fundraising Training

This article covers the start-to-finish process for AutoPay.

Review before beginning with AutoPay

Review the following to learn more about AutoPay:

• Using the 'Retrieve processed payments from Pay Central' scheduled task
• AutoPay: Region and gateway comparison chart
• iMIS AutoPay FAQ

Configure AutoPay

There are two options for recurring payments in iMIS: Membership and Donations

AutoPay for Membership

Do the following to configure AutoPay for Membership:

1. Create the billing products and billing cycles. There are no special requirements for billing products, but billing cycles require the following:
   • Use for display join item set is enabled
   • At least one Customer type is specified
2. Configure AutoPay:
   • Enable the AutoPay settings.
   • Display AutoPay as an option for members.
3. Enable the Retrieve processed payments from Pay Central task.
4. (optional) Enable the process automation task that automatically sends an email to those who enrolled with AutoPay. See Sending confirmation emails for recurring payment enrollments for details.
5. (optional) Allow members to cancel their own enrollments without staff assistance. See Allowing members and donors to cancel their own enrollments.

AutoPay for Donations

Do the following to configure AutoPay for Donations:

1. Create the gifts.
2. Configure AutoPay:
   • Enable the AutoPay settings.
   • Display AutoPay as an option for donors.
   • Set a donation collection date.
3. Enable the Retrieve processed payments from Pay Central task.
4. (optional) Enable the process automation task that automatically sends an email to those who enrolled with AutoPay. See Sending confirmation emails for recurring payment enrollments for details.
5. (optional) Allow donors to cancel their own enrollments without staff assistance. See Allowing members and donors to cancel their own enrollments.

Enrolling with AutoPay and reviewing the enrollments

After AutoPay is configured, members and donors can begin enrolling themselves with AutoPay:

• Enroll a member with AutoPay
• Enroll a donor with AutoPay

Once members and donors have enrolled with AutoPay, you may need to perform the following tasks:

• View automatic payment transactions
• View and cancel AutoPay enrollments
• Change the payment method for active enrollments
• Adjust the amount and collection date for recurring donations

Processing payments for the upcoming enrollments

Review the following outline when you are ready to begin processing payments for the upcoming enrollments.

Membership enrollment payment process

To the member, their enrollment is totally automatic; however, there are manual steps that staff users must perform. Review the Processing recurring transactions article to learn more about the steps a staff user must perform before the next recurring enrollment period.

If necessary, review how to resubmit failed payments.

Donation enrollment payment process

Unlike membership, the recurring donation payment process has two options:

1. Automate the recurring donation process for staff users.
2. Have staff users manually perform the steps in the Processing recurring transactions article.

If necessary, review how to resubmit failed payments.