groupable|autopay is available now for local groups!
AutoPay is designed to offer your members three different methods of recurring installment payments in addition to the existing one-time dues and/or donation payment option.
If you've already read this and are ready to set up AutoPay, skip to the instructions
Three AutoPay Options:
- Annual - when a member selects annual recurring AutoPay, they will immediately pay the balance of their dues and arrears in full, and sign up for recurring annual payments.
- Quarterly - when a member selects quarterly recurring AutoPay, the member will immediately pay their first installment of up to four quarterly payments.
- Monthly - when a member signs up for monthly recurring AutoPay, the member will immediately pay their first installment of up to ten monthly payments.
In addition, any members signing up for AutoPay can also sign up for donations on the same payment plan (Annual, Quarterly, or Monthly).
FAQ Sections:
- Setting Up AutoPay
- Payment Processing
- Notifications and Manage AutoPay
- Installment Questions
- Fees (no fees for AutoPay)
Setting Up AutoPay
What do I need to do for my Local Group to be ready to set up AutoPay?
- Active WePay Merchant Account
- Successfully processed at least one payment,
- Verified groupable|payments - at least one successful withdrawal from WePay Merchant Account into your local group's bank account
- Accurate Receivables in groupable|m2
- Select an installment Billing Date
- NO IMPENDING MERGER (no merger in the next 6-12 mo)
What happens when I activate AutoPay?
Immediately:
- Your Manage AutoPay screen and AutoPay Status panel will be active in groupable|m2.
- Your members who owe dues will receive an email inviting them to sign up for AutoPay.
- Any members who sign up will have their first payment processed and their recurring installments dates and amounts scheduled.
- You will see a member's payment plan on their Payment Screen and on the local group's Manage AutoPay screen.
Monthly:
- On the Billing Day selected by you at AutoPay setup, applicable member payments will be processed, and you will receive a summary email report.
- Any member who signed up for AutoPay within ten days of your monthly Billing Day will initiate their installments the following month.
- Any failed member installment payments will indicate as such on your Manage AutoPay screen, and AutoPay will reattempt and notify the member of the issue (asking them to check their payment method, etc).
When a member signs up for AutoPay:
- On the day a member signs up for AutoPay, they will have their first payment processed and their recurring installments dates and amounts scheduled.
- You will see a member's payment plan on their Payment Screen and on the local group's Manage AutoPay screen.
- Receipts will be emailed to the member and the secretary.
- Any member who signed up for AutoPay within ten days of your monthly Billing Day will initiate their installments the following month.
How can I use AutoPay to collect monthly or quarterly donations?
Any members who are signing up for AutoPay can also sign up for donations for any Solicitations that are added to your Dues Notice Configuration.
Manage charitable donation options for your local group by following these instructions:
Annual Dues Setup
What happens when I set up dues for a new year?
- Twenty-four hours (one day) after the local group sets up dues, the members already on AutoPay will receive a notice that their installment plan has been recalculated for next year's dues, and the payment will be processed in ten days. This ten day period allows members time to manage their payment plan, add donation amounts, update their credit card, and be prepared for the payment to be processed.
- Members who owe dues and are not on a payment plan will receive an invitation to sign up for AutoPay and initiate their first payment.
- Ten days after setting up dues for a new year, members with an existing AutoPay plan will process the first payment (and their annual, quarterly, or monthly payment plan will be continued).
What happens when I set up my dues in October?
Payments will begin in ten (10) days, so by January your members will be through two to four installments (depending on their signup date) of your monthly payment plan.
Payment Processing Questions
What happens when an installment payment fails?
AutoPay will send an email to the AutoPay administrator and the member notifying both that the payment method has failed and that it will reattempt, asking the member to log in and check their payment card information and/or provide a new payment card.
The Manage AutoPay screen in groupable|m2 will display any accounts currently in a delinquent state.
Notifications and Manage AutoPay
How does the Local Group know who is on a recurring payment plan?
groupable|m2 contains a Manage AutoPay screen that displays all members currently enrolled in autopay.
How am I notified of members signing up for AutoPay or of processed payments?
- AutoPay automatically emails the secretary and assistant secretaries payment receipts for all payments, and bank transfer emails as well.
- In addition, you'll receive an email notification monthly providing a summary status report of your AutoPay installments payments that have been processed/attempted.
- All AutoPay data is also available from your Manage AutoPay screen.
- You can view a single member's payment plan (both completed and pending or future payments), as well as aggregate data about each installment.
How can my members manage their AutoPay?
See How Do I Manage My AutoPay?
How do I make sure my members are receiving emails about their AutoPay?
- You and your members must maintain a valid default email address and cell phone in the system.
- Remind your members that email providers may deliver emails to their spam folder. To avoid this, members are recommended to add support@ourlodgepage.com as a contact for their email provider by following these instructions: How to Whitelist the system emails?
- When a member clicks "spam" for an email from support@ourlodgepage.com, it disables future email delivery to their address. To receive emails again, the spam block to be manually removed by groupable.
- If, after confirming default email address in their member record, emails cannot be found in the member's spam/junk/other folders, please email support@groupable.com with your name and organization, the member's name, member number, and email address asking groupable to remove any spam blocks for the member's email address.
Installment Questions
Is there a minimum installment payment?
Yes, there is a $10 (ten dollar) minimum payment to process any monthly, quarterly, or annual installment payment. This ten dollar minimum is the total of all dues and donations per installment.
How does autopay calculate the installments?
Any installment must be a minimum of $10 (ten dollars). The system will automatically calculate the number of possible quarterly or monthly payments in order to meet this minimum. When divided evenly between installments, the first payment will be the largest payment (by pennies), and the final payment will be the smallest of the installments.
When does an installment get processed?
Initial signup payments are processed at enrollment. Installments are processed together on a single day of the month. Ten days before a monthly, quarterly, or annual payment will be processed, autopay will send a ten-day notification email to all members currently making installment payments.
Fee Questions
Are there any fees to participate in AutoPay?
There are no extra costs to participate in AutoPay. All payments subject to the existing Processing and Convenience Fees for groupable|payments outlined below:
Processing Fees:
When a member uses a Credit Card, the member will be charged a Surcharge to cover the Payment Processing Fees of 2.9%+$0.30 (please note the surcharge is subject to processing fees). The surcharge is paid to the payment processor (WePay JPMorgan Chase Manhattan Bank).
When a member uses a bank-linked payment card, the member cannot legally be required to pay a surcharge. Members are invited to check the box to "cover all processing fees for my lodge". Your local group may request these members to voluntarily cover the processing fees of 2.9%+$0.30.
A local group may turn off the Surcharge and opt to cover all processing fees for their members.
See Surcharging FAQs to answer additional questions.
Convenience Fee:
All payments subject to a minimal convenience fee paid by the member, payable to groupable|OLP outlined at the time of checkout to cover operating costs.
What else should I know about setting up AutoPay?
- raffles, games of chance, and gun/firearm sales are prohibited by the WePay Terms of Service
Comments
0 comments
Please sign in to leave a comment.