The Goal: Understand and implement the Autopay feature, which allows members to store a payment profile so membership dues are automatically charged at renewal.
Before You Begin:
- Autopay is available only with GrowthZone Pay and NAR eCommerce gateways.
- Members can store credit card profiles (and bank accounts if using GrowthZone Pay) via the Info Hub, or staff can store them in the back office.
Step 1 — Store a Payment Profile
Members can store payment profiles via the Info Hub, or staff can store them on their behalf in the back office:
- Store Credit Cards in the Back Office
- Store Credit Cards in the Info Hub
- Store Bank Accounts in the Info Hub
- Is it Safe to Store Credit Cards via GrowthZone?
Step 2 — Assign Payment Profile to Membership Dues
Once a payment profile has been stored, assign it to membership dues in the back office or through the Info Hub:
- Assign Payment Profile to Recurring Fees in the back office
- Assign Payment Profile to Recurring Fees in the Info Hub
Step 3 — Understand How Autopay Works
Once payment profiles are assigned, how billing works depends on your system configuration:
Note: If Recalculation or Effective Date Pricing is used at the time of renewal, all membership items (voluntary and non-voluntary) will be charged to the card. It may be best practice to inform members of this at the same time you notify them of a price increase, so they can choose to keep or disable their stored card.
Reporting and Management
- How do I know which members are set up on Autopay? — Use the Stored Payment Profile Report.
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How to remove Autopay:
- Remove Autopay for a Member (in the back office)
- Manage Autopay in the Info Hub
Common Pitfalls
- Autopay is not available for all gateways: Autopay only works with GrowthZone Pay and NAR eCommerce. Verify your gateway before setting up Autopay.
- Recalculation pricing charges all items: Inform members before price increases so they are aware that all items (including voluntary) will be charged if recalculation or effective-date pricing is in use.