Payments2Us ManualsPayments2Us User Manual Memberships/SubscriptionsHow to set up automatic subscription renewal

How to set up automatic subscription renewal

Using workflows (refer Installation Manual), subscriptions can be set to automatically renew based on dates and frequency settings.

2. Scroll down and select relevant Payment Form

Select "View All" Button

3. Scroll down and select Payment Option

4. Tick the check box for Automatic Renewal and SAVE

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.

Subscribers will be automatically renewed based on the frequency unless there is a problem with their payment (credit card expired etc).