Enrolling a member with AutoPay

Quick tutorial Training course

After AutoPay is configured, members can begin enrolling themselves with recurring membership payments. If the member has a join or renewal in their cart, they are presented with the recurring membership options. Before you begin, confirm the following are completed:

• AutoPay is configured.
• AutoPay is displayed as an option for members.
• Renewals are generated.

Note: It is suggested that a member enrolls themselves with AutoPay, since their credit card details are required at the time of enrollment. It is never recommended that a member shares their credit card information over the phone or by email.

The following is how a member enrolls themselves with AutoPay:

1. The member navigates to their account page and clicks Renew Now.
2. From the Cart, the member must select Automatically pay future renewals.



3. The member enters their credit card details. This is the card that is charged on the recurring cycle.
4. The member clicks Submit Order. They are now enrolled with AutoPay.

Once members are 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