Every member has an automatic-payment switch. The member page shows it as a badge — Auto Payments: On or Auto Payments: Off — and the members list has an Automatic Payment column so you can scan for it.
It defaults to off
ADDING A CARD DOES NOT SWITCH IT ON
Turning it on
From the members list, the row menu has Enable Auto Payment and Disable Auto Payment, so you can fix several members without opening each one.
When to leave it off
- The member pays by bank transfer or cheque, and you enter payments manually.
- You are in a dispute and do not want to take money while it is unresolved.
- Before you record a refund — see the guide on refunds.
Finding the ones that are off
The Cash Position screen spells this out on the Coming Due tab: it tells you how much is scheduled that will not collect automatically because there is no card on file or automatic payments are off. That figure is the fastest way to find money you are about to not collect.