Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. A customer requests that a subscription or membership be automatically renewed every year at the time the order for that product is originally place.
  2. An Aptify user checks the Auto-Renew box on the subscription's Order Lines record. Then, when the order is saved and shipped, Aptify automatically creates a Standing Order. (Typically, standing orders for subscription auto-renewals are created automatically by Aptify.)
  3. An Aptify user runs the Standing Order Fulfillment wizard to automatically generate orders for the standing orders whose schedule date is today or earlier.

 

Note

See the "Auto-Renewing Subscriptions" section in the Subscription/Membership Renewal chapter of the Aptify 5.5 Subscription and Dues Management for information on auto-renewing subscriptions.