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STEPS REQUIRED FOR ENABLING AUTO REOCCURRING MEMBER DUES

8/31/2018

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Here are the 5 reasons that makes ACH, a smarter choice for Chambers looking to make recurring payments work.
  • Lower transaction cost. One of the biggest appeals to ACH is low processing fees, compared to checks or credit cards. ...
  • Faster processing. ...
  • Security. ...
  • Convenience. ...
  • Ideal for recurring billing.
Check out this Post for more information

Checklist for turning on auto-pay for clients:
  1. Verify that you are using authorize.net for a payment gateway with the MMS, and that you have Customer Information Management (CIM) enabled.
    • If you do not have both of these, we cannot turn on auto-pay.(At least not without customization, contact support)
  2. Auto-pay works best when you have automatic invoices turned on: this creates renewal invoices as part of a nightly batch job rather than requiring admins to Create Renewal Invoice Records by Date.
    • This also needs to be enabled by support and has a few prerequisites:
      • Make sure that your invoicing is current by going to the "Create Renewal Invoice Records by Date", and looking for the red warning text.
      • These members WILL BE INVOICED on the nightly batch job; you will want to bring your billing records current before we will enable this feature.
    • This can also be used by organizations that are not using auto-pay.  (It only creates the invoices, the members still have to log in to pay or cut a check, etc.)
    • This does not need to be turned on for auto-pay to work.  It's extremely rare for an organization to use auto-pay without it though.
    • This should not be turned on if your organization is fixed-year.  (Auto-pay is still fine, though.)
  3. Before turning on auto-pay, you'll also want to check your members to see who is currently paid up or behind.  The Member Timeline report will give an at-a-glance view of this, the Paid/Unpaid report will list who is unpaid.
    • Members who have several outstanding invoices could find themselves being charged several nights in a row.  Even if they are actually behind on their payments, many do not react well to surprise charges showing up on their credit cards.  It's better if the organization resolves these things beforehand.


NOTE: Because of the high rate of Credit Card expirations and card number changes you might consider having us activate ACH payments from a checking account for auto payments. Make sure you have Authorize.net enable ACH payments in your Merchant Account.

Once the above is completed, contact Support to turn on auto-payments and/or automatic invoicing.  (For a faster response, include a short note indicating that you've gone through the above checklist.)

More information on how auto-pay will work afterward:
  1. By default, we recommend autopay for monthly membership plans.  However, within the Billing Config menu, we have a field for “Auto-Pay Length”.  This sets the maximum term length on a member plan that Auto-Pay can be used for by the org, with a concrete maximum of one year.
  2. New members who sign up and pay for a monthly plan online will automatically be enrolled in auto-pay.  New members who sign up for a plan within the maximum term length can opt in or out of Auto-Pay.
  3. Existing members who are on a plan within the maximum term length can sign themselves up for auto-pay through a link that will appear in the members area, or an admin can sign them up (provided that they have the member's credit card or ACH info).
  4. If the member's credit card or ACH errors out twice in a row, the system stops trying to charge it, and a warning message appears in the Billing Menu.
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New FEATURE for changing plans at renewal

4/30/2018

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Dear Customers,

We've just added a new feature to the Billing Configuration so that organizations who allow members to switch to a new plan at renewal can restrict them to only plans that have higher dues.  All you have to do is check the "Restrict plan changes to higher dues plans" checkbox to turn it on.  (And the "Offer Plan Change at Renewal" box of course.)

The comparison works by comparing "annualized" dues.  For example, if a member is currently in a plan that charges $100 per year but the org offers a monthly plan that charges $10 per month, the monthly plan  will show up ($120/yr).  If the org offers a two-year plan at $150 per term, it will not show up ($75/yr).

The comparison also takes into account tiered dues (provided that the member has a valid employee count) and dues overrides.

Please let us know if you have any questions about this.

Thank you,
Chamber Naton

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New Employee Count Function for those Using Tiered Membership Functions

3/1/2018

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​We have implemented a function to compute a member's dues based on their employee count when tiered membership is in place. 

On the screen where you create/edit tiers, there are now fields for "Rate", "Rate Threshold" and "Sample number of Employees."
The rate is how much per employee they want to charge (e.g., $2/employee)  If you leave it as 0.00, the tiers behave the way they always have when using traditional membership plans. 

Rate Threshold is the minimum number of employees at which you start charging that rate (e.g., $20 in dues until you have 50 employees and then $2/employee for each employee over 50). 
The sample number of employees allows you to preview how much a member of a particular employee count would be charged with and check that your settings match your expectations.

For example, if you have a range from 50-100 and Dues of $50 with a Rate of $2.00 and Rate Threshold of 60, a member with 55 employees would be charged $50, while a member with 75 employees would be charged $80 = ($50 + (15*$2)).

We are currently only allowing superusers to adjust the rate settings until we are sure its correct for you. If you would like full access, we can arrange that too. 

Please also let us know if you have any questions or if you run into any errors.
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