Skip to main content
All CollectionsInitial Setup
Auto Renew Memberships
Auto Renew Memberships
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

To automatically renew and collect membership fees:

  1. You must setup a membership with auto renew turned on at the product level.

  2. If you have set up an automatically included Add On product for the membership, it will be charged on the original sale, but will NOT be charged on auto-renewals going forward. (i.e. membership activation fees)

  3. Collect payment information for either a credit card or bank account for doing EFT. It is important that customers who have memberships that auto renew contain payment information or they will not be charged.

  4. When a customer has a membership that auto renews, the membership will renew on the expiration date, creating a new invoice for the membership amount with a payment schedule for the total invoiced.

  5. The payment is then collected on the customer Bill Day of that month listed on their payment information.

    • Customer with ACH/EFT payment information will need to be collected manually through your bank's EFT process. To get your EFT amount you will run the customer membership report and format it according to your banks standards. Most banks can accept a CSV (comma separated file via spreadsheet software) to make the EFT. Doing EFT is a manual process but only needs to be done once a month.

Did this answer your question?