Configuring the AutoPay settings

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Note: In order to use AutoPay you must have a license key. For more information, contact your AiSP or ASI Technical Support.

When your site is configured with AutoPay, donors are invited to make recurring donations of monthly, quarterly, or annually, and members have the option to have their future membership renewals automatically paid. You can also configure the Automatic Payment Enrollments content item to allow members and donors to cancel their own enrollments from their public accounts.

Before you begin

Before you configure AutoPay, the following must be true:

  • You have an AutoPay license key. Contact ASI for more information.
  • You have at least one payment gateway configured.

    • Note: Global Payments is the required gateway for those in the United States, Canada, and Asia Pacific.

Additionally, it is recommended to review the AutoPay: Getting Started Guide if you are setting up AutoPay for the first time.

Configuring AutoPay

Whether you need to setup AutoPay for recurring donations or membership renewals, the configuration process is the same.

Do the following to configure the AutoPay settings:

  1. Go to Settings > Finance > Pay Central. Confirm that the first several status messages appear green. If the following status messages are not green, contact ASI Technical Support.

    2. Confirming all status messages appear green from the Pay Central settings

  2. Click the Automatic payments tab. Enable recurring transactions in iMIS:
    1. Enable Allow users to create recurring donations:
      • Donations are recurring by default - Select this option to allow all donations to be recurring. Donors can disable this function at the time of transaction.
      • Allow donors to change the amount of their donation - Select this option to allow donors to modify the amount of an active recurring donation.

        • Note: This option is required for customers to add new payment methods to their existing AutoPay enrollments.

      • Allow donors to choose their collection date - Select this option to allow donors to choose the billing date for their recurring donations.
        • Donors may select - 1 or 15 only - Billing will occur on the 1st or 15th of the month.
        • Donors may select - Any day 1-28 - Billing will occur on the date selected, between the 1st and the 28th of the month.
    2. Allow users to create auto-renewing memberships and subscriptions - Select this setting to enable automatic billing for memberships and non-dues subscriptions.
      • Memberships and subscriptions are auto-renewing by default - Select this option to make all sitewide memberships and non-dues subscriptions auto-renew by default. Members can disable this function at the time of transaction.
      • Memberships and subscriptions are required to be auto-renewing - Select this option to have all memberships and non-dues subscriptions auto-renew. Members cannot opt out once enabled, but staff users have the option to choose Single payment from the cart and can process non-AutoPay joins and renewals if necessary.
    3. Allow stored payment methods to be used for all purchases – Select this option to allow customers to use saved payment options for future purchases. You must have an Global Payments gateway configured for this option to be available. You must be licensed for AutoPay and have an Global Payments gateway configured to access this option.
      1. Allow staff users on behalf of a customer to use their stored payment methods – Enable to allow staff users with the On Behalf Of role and a Finance: 2 module authorization level or above to use customers’ saved payment methods when working on their behalf.
      2. Allow users to save their payment for future use when making a non-AutoPay purchase – Enable to allow customers to save their payment methods for future use when making one-time purchases from the cart.

      Viewing a stored payment method

    4. Additional text when enrolling for AutoPay – Add a custom message to display when a customer pays for their AutoPay enrollment or keep the default message.

      5. Viewing additional text when enrolling for AutoPay field

      Note: If Allow stored payment methods to be used for all purchases is enabled, this message should clearly inform customers that their AutoPay payment method will be stored and available to use for future purchases.

    5. Click Save.
  3. (optional) Enable the process automation task that automatically sends an email to those who enrolled with AutoPay membership or donation enrollments. See Sending confirmation emails for recurring payment enrollments for details.

Next steps for configuring AutoPay

Once you have enabled the AutoPay settings, you must take a few additional steps to allow members and donors to finish setting up AutoPay:

  1. Configure automatic membership renewals.
  2. Configure automatic recurring donations.
  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.