CivicRec clients using CP Pay will have a planned outage on 9/25 starting at 10 pm CST. Payment processing will be unavailable for a minimum of 2 hours while we complete database maintenance.



Structured Auto-Billing


Structured Billing is similar to a mortgage or car loan every month. 

Continuous billing exists as an alternative. You can view our article Continuous Billing for more information.

Important Note

  • Auto-billing is an opt-in feature. Once you configure your activity to allow for it (see steps below), please contact Support to enable the feature for you on the back end.


  1. Navigate to Activities > Activity List
  2. Expand an activity
  3. Edit a session
  4. Navigate to the Advanced tab
  5. Under Membership Settings select the following
    • Membership Term: Set to any value greater than 1 month (typically 1 year)
      • Note: If you set to only 1 month, it would not have any payments.
      • Note: The Auto-Renew option should automatically hide as it is not applicable to this style of billing.
    • Recurring Fee: Set a recurring fee, if applicable, and select Auto-Bill
  6. Select Save Session

Note: Upon signup, the account will add all membership installments as upcoming balances due. For example, in a 1-year membership, you may pay $100 and then have 11 more $100 balances due each sequential month up until your expiration date. Each balance will automatically charge to the card on file on the due date unless paid ahead of time. 

I'd Like to Request an Enhancement

0 out of 0 found this helpful


Article Feedback