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Autopay overview

Updated
The Goal: Set up Autopay so members’ stored cards or bank accounts are charged automatically for recurring fees such as membership dues, and find every Autopay article from one place.
Before You Begin:
  • Autopay works only with the GrowthZone Pay and NAR eCommerce gateways. A gateway must be set up first: go to Finance, Administrative section, click Billing Settings and select Payment Gateways.
  • Members can store credit cards, and bank accounts with GrowthZone Pay, in the Info Hub. Staff can also store cards in the back office.
  • Wondering about security? See Is Storing Cards and Bank Accounts with GrowthZone Pay Safe?

Step 1: Store a payment profile

Step 2: Assign the profile to recurring fees

Step 3: Understand how Autopay bills

When and how stored profiles are charged depends on your billing setup:

NOTE: If Recalculation or Effective Date Pricing is used at renewal, all membership items, voluntary and non-voluntary, are charged to the stored profile. When you tell members about a price increase, mention this so they can choose to keep or turn off Autopay.

Manage and report on Autopay

Common Pitfalls
  • No option to store a card or bank account: a GrowthZone Pay or NAR eCommerce gateway isn’t set up.
  • Stored but never charged: storing a profile isn’t enough. It must also be assigned to the recurring fees (Step 2).
  • Members surprised by voluntary items on their card: with Recalculation or Effective Date Pricing, all items are charged. Tell members ahead of a price change.

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