Autopay and Auto Renewal Setup

richard • 30 November 2023

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are you interested in adding auto renewal and payments to your system?

If the client uses Authorize.net for their merchant account, please supply them with the instructions below. If they do not use Authorize.net, please seek guidance from our engineering team to assess compatibility with other merchant services for autopay, or request a quote for setting up autopay with an alternate merchant if needed. Currently auto pay works with Authorize.Net, Payflow, and QuickBooks Payments. Most choose Authorize.Net which provides the most flexibility and typically good pricing as well. Learn more about merchant accounts at http://merchantaccount.chambernation.com .
Before we enable the Auto Pay feature, please
1. make sure that the CIM is enabled in your
Authorize.net account settings. You can find the instructions here https://support.authorize.net/knowledgebase/Knowledgearticle/?code=000001432
2 . determine when you want the cards charged based on the statement date in the system. Would you like it on the same day the invoice is posted?
3. make sure to check all billing is up to date as anyone who is enrolled in Autopay and has unpaid invoices will be charged, so they need to make sure they are okay with that or they're aware beforehand. You can check the paid/unpaid report for this.

Once the setup is complete, you may enroll your member in Auto Pay through:

1. Admin-level users can update the auto-pay information using the member database admin. Look for the '
ap ' link to the right of the member's info

Please put in a ENGINEERING REQUEST to get started.

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