Memberships

Auto-Renewals

BetterUnite auto-renewals keep members active without a manual invoice. Upcoming invoices generate and payments apply themselves, members hear before a charge, failed cards retry on your schedule with every attempt logged, expiring cards get flagged 90 days out, and cancellations end at the cycle or at once with the right email either way. Admins keep override tools for every edge case.

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Supporter portal Payments and Invoices view with active subscription, open invoice and recurring counts above open and paid invoice tables

Renewals, retries, and win-backs,
handled before you open your laptop.

01

Invoicing That Runs Itself

Upcoming invoices generate for future payments and incoming payments apply to due invoices, with admin tools for the edge cases.

  • Generate upcoming invoices automatically
  • Apply incoming payments to due invoices without a touch
  • Modify due dates, mark invoices paid, reinstate subscriptions, and print invoices when you need to

02

Notices Before the Charge

Upcoming-payment emails, expiring-subscription emails with renewal prompts, and configurable notice timing.

  • Send upcoming-payment emails 3 days ahead, for the recurring frequencies you choose
  • Send expiring-subscription emails with a renewal prompt
  • Set the renewal notice timing yourself, such as 45, 30, and 7 days ahead

03

Failed Payments, Recovered

Configurable dunning: retries at 1, 5, and 7 days by default, custom offsets, and your choice of what exhausted retries do.

  • Retry at 1, 5, and 7 days after a failure, set your own offsets, or disable retries
  • Decide whether exhausted retries mark the subscription failed or cancel it
  • Read past attempts and failure reasons on the subscription, with failed-payment alerts to the org

04

Cards Handled Proactively

Expiring-card emails prompt members before the charge fails, and two reports give staff a call list.

  • Email members about an expiring card before the renewal fails
  • Let members update the card themselves in the portal
  • Work the expiring-cards report for the next 90 days and the expiring-subscriptions report for the next 60

05

Graceful Goodbyes & Win-Backs

Pending-cancellation and confirmation emails with previews, stop-renewal-at-cycle-end versus immediate cancel, and workflow automation for win-backs.

  • Send pending-cancellation and cancellation-confirmation emails, each with a view-sample preview
  • Stop renewal at the end of the cycle, or cancel immediately
  • Pair with workflow automation for win-back sequences and mid-year engagement touchpoints
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Frequently Asked
Questions

What happens when a membership payment fails?

BetterUnite retries the card automatically, by default 1, 5, and 7 days after the failure, and emails the member each time. You can customize the retry offsets, disable retries, and decide whether exhausted retries mark the subscription failed or cancel it.

Do members get notified before they're charged?

Yes. Upcoming-payment emails go out 3 days ahead (you choose which recurring frequencies get them), and expiring-subscription emails with renewal prompts fire automatically. Every template has a view-sample preview.

How does BetterUnite handle expiring cards?

Members get proactive expiring-card emails and can update their card in the self-service portal, and staff get an expiring-cards report covering the next 90 days plus an expiring-subscriptions report for the next 60, a ready-made retention call list.

Can admins fix billing edge cases manually?

Yes. Modify invoice due dates, mark invoices paid (for checks or comps), reinstate cancelled subscriptions, and print invoices, all from the subscription detail page, which also shows past payment attempts and failure reasons.

Can a member stop auto-renewal without cancelling immediately?

Yes. Subscriptions support stop-renewal-at-end-of-cycle as well as immediate cancellation, with pending-cancellation and confirmation emails keeping the member informed either way.

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