Process Payments for Auto-Renewals

A new credit card process runs automatically at night (sometime between 3 and 5 a.m.) to process each online and offline membership auto-renewal payment. From Revenue, select EFT, and then Credit card processing. On the Credit Card Processing page, the new process is called "Nightly Credit Card Process for Automatic Membership Renewals."

With this new payment process, everything needed to run the credit card process for auto-renewal payments is configured for you. The process runs automatically so you don't need to worry about starting the process or creating a job schedule for it to run at a certain time.

The Payment batch template is set to "Membership Dues Batch for Scheduled Credit Card Processing". This is a new batch template created specifically for the nightly process. We recommend that you do not edit the selected fields on this batch template or you may have issues processing payments.

The Rejection handling tab on the nightly process is set to generate an exception batch for all payments with permanent or provisional rejections. When there are rejections, the program sends an email alert to assigned users to let them know that payments failed to process. For more information about email alerts, see Configure Credit Card Rejection Alerts.