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Author Topic: Membership type with auto renew  (Read 2186 times)

airwaves

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Membership type with auto renew
November 17, 2009, 06:33:08 am
Hi There,

Is there a way to setup CIVI to automaticaly renew membership?

We use off-line payments.
Members who sign-on (become a member), authorize us to automatically charge annual membership fee.
I created a profile where members can give their bank account nr. and (checkbox) "I agree that membership fee will be charged annually"
We don't want to border them asking every year if they want to be a member or not.
Member need to sign-in to only cancel their membership. After cancellation, they stay member until the year is over.

How to set this up in civi? Is this out of the box functionality?



Edwin

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Re: Membership type with auto renew
November 17, 2009, 09:17:28 am

For your use case, NO :(

a. civicrm does not store bank account numbers

b. civicrm does not automatically renew membership (the user needs to log back in a renew)

c. membership does not support recurring payment as yet

if you are interested in developing code for the above and/or sponsoring it, please get in touch with us on IRC. I dont think its a trivial project. I also doubt we CiviCRM will store bank accounts or credit card details anytime soon

lobo
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airwaves

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Re: Membership type with auto renew
November 18, 2009, 02:22:06 am
Hi Lobo,

That's a lot of no's  ;)

I'll give you more info about the case.
We have a few thousand members in the DB and we want them to send an email and ask them to sign-up for a membership.
Our membership is 1 year starting from 01-01 to 31-12. We ask 15 euro per year and have only one type of membership.

  • Our members want to opt-in for a membership
  • After one year they want to have the choice to renew or quit membership or let us know via profile that they want to autorenew
  • Our members want pay off-line

My questions
  • How to set this up in Civi. what goes where (contribute/members) I know autorenew isn't out of the box functionality, but we can do this perhaps manualy in the backend.
  • How can a member stop membership (opt-out) so that we know he want's to quit
  • What is the workflow if we receive off-line payment. Howto administer it in civi
  • Is it possible to show the periode of the membership and the membership fee amount in the confirmation page?
I read all pages on the wiki and browsed forum, but I'm a bit lost.


Edwin.



« Last Edit: November 18, 2009, 02:38:41 am by airwaves »

Donald Lobo

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Re: Membership type with auto renew
November 18, 2009, 06:23:55 am

1. Use a membership form to accept new and renewing memberships

2. Use pay later so members can send in cheques and hence no payment processor required

3. use UpdateMembershipRecord.php to send out renewwal reminders so your members can goto step 1

check: http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Types

specifically: Membership Status and Reminder Server Requirement in that document

If you still have problems figuring / setting it up, consider hiring someone from http://civicrm.org/professional/

lobo
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mathias

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Re: Membership type with auto renew
July 25, 2010, 02:38:59 pm
Edwin, did you get this solved yourself or with an expert? Exactly the same problem here,
Mathias

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