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