1. Verify that you are using authorize.net for a payment gateway with the MMS, and that you have Customer Information Management (CIM) enabled.
1. If you do not have both of these, we cannot turn on auto-pay.(At least not without customization, contact support)
2. Auto-pay works best when you have automatic invoices turned on: this creates renewal invoices as part of a nightly batch job rather than requiring admins to Create Renewal Invoice Records by Date.
1. This also needs to be enabled by support and has a few prerequisites:
1. Make sure that your invoicing is current by going to the "Create Renewal Invoice Records by Date", and looking for the red warning text.
2. These members WILL BE INVOICED on the nightly batch job; you will want to bring your billing records current before we will enable this feature.
2. This can also be used by organizations that are not using auto-pay. (It only creates the invoices, the members still have to log in to pay or cut a check, etc.)
3. This does not need to be turned on for auto-pay to work. It's extremely rare for an organization to use auto-pay without it though.
4. This should not be turned on if your organization is fixed-year. (Auto-pay is still fine, though.)
3. Before turning on auto-pay, you'll also want to check your members to see who is currently paid up or behind. The Member Timeline report will give an at-a-glance view of this, the Paid/Unpaid report will list who is unpaid.
1. Members who have several outstanding invoices could find themselves being charged several nights in a row. Even if they are actually behind on their payments, many do not react well to surprise charges showing up on their credit cards. It's better if the organization resolves these things beforehand.

1. By default, we recommend autopay for monthly membership plans. However, within the Billing Config menu, we have a field for “Auto-Pay Length”. This sets the maximum term length on a member plan that Auto-Pay can be used for by the org, with a concrete maximum of one year.
2. New members who sign up and pay for a monthly plan online will automatically be enrolled in auto-pay. New members who sign up for a plan within the maximum term length can opt in or out of Auto-Pay.
3. Existing members who are on a plan within the maximum term length can sign themselves up for auto-pay through a link that will appear in the members area, or an admin can sign them up (provided that they have the member's credit card or ACH info).
4. If the member's credit card or ACH errors out twice in a row, the system stops trying to charge it, and a warning message appears in the Billing Menu.