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Let Members Switch from Annual to Monthly Dues

Updated

What this does: Lets members switch from annual to monthly payments from the payment link in their emailed invoice.

Applies to: GrowthZone with GrowthZone Pay (GZ Pay). You need staff access to membership settings.

Before you start: Members must store a credit card to switch. Bank account profiles are not supported.

Time needed: About 5 minutes.

Turn on switching from annual to monthly

  1. Go to Memberships, click Settings and select General Membership Settings. The page opens as Membership Settings.
    The Miscellaneous Options group on General Membership Settings, reached from Memberships > Settings, with the Allow Switching from Annual to Monthly check-box boxed
  2. Enable Allow Switching from Annual to Monthly.
  3. Click Save.

Optional: Staff can sign up to receive an email notification when a member switches from annual to monthly by subscribing to the staff notification titled “Membership Switched To Monthly Frequency.” See Subscribe to Automated Staff Notifications for more information.

How members switch to monthly payments

  • When Allow Switching from Annual to Monthly is enabled, members will see a Switch to Monthly payments link on the payment screen for an open membership invoice with an annual frequency.
  • If the switch is selected, the member is taken to a new checkout screen displaying the recalculated monthly amount.
  • On the checkout screen, the member is prompted to provide credit card information (or select a stored card) and agree to monthly terms. If voluntary fees are included on the invoice, the member can pay a voluntary amount by entering it on the selection screen; this amount will also be included in the recurring autopay.
  • After checkout is complete, the member will be sent a thank-you email with details of their autopay agreement for future reference.
  • In the back office, the following occurs:
    • The invoice is voided and returned to the original account.
    • A new invoice is created, dated today.
    • An adjustment has been added to the membership activity history, with the new invoice attached.
    • The previously scheduled annual billing has ended.
    • A new monthly scheduled billing is created.
      The contact’s Billing Setup tab showing the new monthly scheduled billing boxed
    • The next bill date for the membership is set to the following month.
    • If signed up for the staff notification “Membership Switched To Monthly Frequency,” the staff member will receive an email notification.

Common pitfalls

  • Bank account profiles not supported: Members attempting to use a bank account (ACH) for the annual-to-monthly switch will not be able to do so. Only credit cards are supported for stored payment profiles in this flow.
  • GrowthZone Pay required: This feature is available only if your organization uses GrowthZone Pay as the payment processor.

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