- From Memberships, click Enter Membership Dues OR from the Constituent record, click Add membership
- Select the membership program, level, exp date and term
- In the 'How are they paying?' section, select Credit card as the payment method.
- Enter the credit card details and select 'Mark this membership for automatic renewal for later query'
- Click Save
- In Analysis, Query, click Add Ad-hoc query, select Constituent as the record type
- Expand Member, highlight Membership
- Drag 'Flagged for automatic renewal' to the include records where (You may also want to use expiration date as a filter)
- Select equal to YES
- On the Set Save Options, save this query
- When it is time to renew, contact the constituents on this list to get their payment and process their renewal.
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