- Add auto-renewal to your membership program
- Optional- Turn Auto renewal on for web forms
- Optional- Set up renewals letters to include Auto-renewal
- Mark a membership record to let the constituent Auto-renew
- Optional- Edit EFT process- Note there should be an EFT process already set up to run nightly, but you can make edits if needed.
- Go to Revenue
- Click EFT
- Click Credit Card Processing
- Click the name of the membership auto-renewal process
- Click edit from the task menu to make changes to the process
- Click the job schedule tab to edit how often the process will run.
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