How to set up automatic subscription renewal
When a subscription or membership is marked as automated renewal, then a Recurring Payment is created to automatically charge and perform the automated renewal.
To enable automated renewals, the Payment Option (i.e Membership Type), must have the automated renewal checkbox enabled and a frequency that is not once off (e.g. Annually).
When a member signs up and enters their card details:
- A membership/subscription record is created.
- A Recurring Payment record is created and linked to the above membership/subscription.
The Recurring Payment Payment Processor (as started from the button on the Merchant Facility object) runs each night. On the due date (Next Payment Date), if the card/direct debit/eCheck is successfully charged and the new Next Payment Date is on or after the related Membership/Subscription End Date, then the membership is automatically renewed and the membership end date is moved out by the length of the subscription (e.g. Another 12 months)
A regular frequency is required for automatic renewals to work. By regular we mean a frequency like Annually or Monthly and NOT blank or Once-off.
The regular frequency will create a "Recurring Payment" entry. The Recurring Payment is linked to the Account/Contact Subscription.
The Recurring Payment is what will be used to actually charge the members/subscriber.
Note, Subscriptions / Account Subscriptions are linked to a URL Token. If the related URL Token has a Frequency or Default Frequency that is not blank, then that frequency will be used instead of the value entered on the Payment Option. If this frequency is a value of "Once-off", then the automated renewal process will NOT be setup.
Subscribers will be automatically renewed based on the frequency unless there is a problem with their payment (credit card expired etc).