Manage Recurring Payments

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Manage Recurring Payment for a Member
NOTE:  Only Super Admins and Recurring Payment Admins will have access to this functionality.
To view and manage all the recurring payments for your community, use the Recurring Payments Tool .

1. Make sure you are logged in as yourself (with administrative rights).

2. Click on the name of the campaign you want to edit.

3. You will see Viewing: YOUR NAME at the top of the window. Click Find Member Record.

4. Enter the name of the member, email address, iModules Member ID, or the Constituent ID number you need to search for. The list will appear as you type and display those individuals who fit your search criteria.

NOTE: use quotation marks to search for an exact match.

5. Click on the name of the member you need to edit.

6. You are now viewing the member’s information (even though you are logged in as yourself).

7. You will see a box showing the following if the person has scheduled payments.


8. Click on  to edit the scheduled payment information.

9. You will be able to edit the following information on the window that displays.

  • Credit Card information
    • Enter a New Credit Card
    • Update the Credit Card expiration date
  • Email Address
  • Billing Information


10. To save changes, click Update.

11. To cancel their payments, use the link in the red box shown above.

NOTE:  Requirements for PCI DSS Service Provider Level 1 compliance required that iModules remove the ability for iModules employees to modify the credit card information (specifically the credit card number and CVV2 code) associated with recurring billing set up with the Schedule Payments system.
The administrative tool and all associated email notifications and messaging have been changed to be a client facing tool. In addition, the ability for iModules employees to input credit card information via this tool has been removed - only authorized client Super Admins will be able to input this credit card information.

Because of these PCI compliance requirements, iModules as a corporate policy will no longer accept credit card numbers over the phone or email for inputting into the Encompass system. The only way to input credit cards and associated security codes will be through the existing administrative skip-billing interface in Encompass, or via this new client administrative tool.
Membership Emails for Auto-Renewals
  • Admins will receive an email notification if auto-renewal fails for a member (e.g., credit card expires).
  • Members will receive an email notification when their credit card is successfully charged.  (Renewal will be at full price.  Any promo codes used for the initial purchase will not be applied.)
    • For Content Admins with access to the Verbiage Manager, the verbiage alias for the member email is: 


    • The body of the member email is as follows:  Dear ##Full Name##,<br /><br />Your ##imsys_MM_membership_level## membership was recently auto-renewed.<br />Your new ##Form Name## expiration date is ##imsys_MM_expiration_date## (##Click Here## to view).<br /><br /><strong>--- Order Details ---</strong><br /><strong>Membership Price:</strong> ##imsys_MM_purchase_price##[start_confirmation_number]<br /><strong>Confirmation Number:</strong> [Confirmation Number][end_confirmation_number]<br />[List Billing Fields]<br /><br />Thank you for your continued support!<br /><br />Sincerely,<br />##Group Name## Administrators<br />


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