Defaulting New Membership Contracts To Auto-Pay In Self-Service

This guide will show how to default New Membership Contracts to auto-pay.  New contracts can default to auto-pay if purchased in the facility or self-service.

Select Administration, then select Billing then Billing Preferences.

Select Membership Auto-Pay Option

You can select either or both options to set membership plans to auto-pay whether purchased online in Self-Service or in the facility.

 ***The Membership Auto-Pay Option will appear once a merchant processor has been integrated into your EZFacility account.

Once you have made your updates to the Billing Preferences page, Scroll to the bottom of the page and select Save.

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