Switching recurring members to a different payment system
When you switch from one payment system to another, the payment details for members assigned to recurring membership levels will not be automatically transferred to the new payment system.
Switching recurring members to a new payment system involves cancelling all recurring payments before switching to the new payment system, then setting them up again for each member with the new payment system.
Here are the steps involved in this process:
- Disable recurring payments for each recurring membership level. If you are using Wild Apricot Payments, Authorize.Net, PayPal Payflow Pro, PayPal Payments Pro, PayPal Express Checkout, or Stripe, the recurring payments for existing members will be automatically cancelled. If you are using PayPal Payments Standard, you must cancel the recurring subscription for each member from your PayPal account.
- On the Payment settings screen, switch to the new payment processor.
- Enable recurring payments for each previously recurring membership level.
- Email all members on recurring membership levels and let them know about the change in payment processor. Within the email, tell them to expect a renewal reminder email before their next renewal date, and to follow the instructions in the reminder email and click the Renew button from their member profile to set up recurring payments with the new payment processor. The text of your email might look something like this:
"We are switching to a different payment system and unfortunately that means you have to set up your recurring payments again. Before your next renewal date, you'll receive a renewal reminder email from us with a link to your member profile. Click that link then click the Renew button from your member profile and follow the instructions to enter your payment details. Sorry for the inconvenience!"