If the original membership was processed in the Back Office (via Batch or the Add a Membership Form) using a credit card as a payment type, follow these steps:
  1. Go to the Membership record
  2. Click Other Tasks > Edit Membership Details
  3. Check the box for "Mark this membership for automatic renewal for later query"
  4. Click Save. 
If the original membership was either processed through Sales (Daily Sales, Advance Sales, or Online Sales) or in the Back Office using a payment method other than credit card, follow these steps: 
  1. Go to the Membership Record
  2. Click Upgrade Now
  3. Under "What are they paying for?" Select a different level so that Altru generates a new amount. 
  4. Scroll down to "How are they paying?" and select Credit Card as the payment method. 
  5. You do not need to enter any credit card information here, but be sure to check the box "Mark this membership for automatic renewal for later query."
  6. Scroll back to "What are they paying for?" and change the Membership amount to $0.00 so the total amount due is $0.00. 
  7. Click Save. 
  8. You will now see that the membership is flagged for Auto Renew. 
  9. Scroll down to Recent Membership Transaction and click the hyperlink to go to the $0.00 payment. Delete the $0.00 payment. 
  10. Go back to the Membership Record and Delete the upgrade transaction you just entered. 
  11. The membership will still be flagged for Auto Renew.