Configure membership forms and manage membership payments

How to use

Open Forms (called Giving Forms in some schools), select the membership form, and use the membership settings to configure the offered types and prices. Type management includes create, update, archive, and removal actions. Use only the controls appropriate to whether a type should stop being offered or be removed from this form.

In Manage Gifts → Memberships, or the form’s membership gift views, distinguish commitments from payments. Use an individual payment for receipt resend and eligible refunds. Use the commitment’s management-link or cancellation action for renewal management.

Rules

Refunding a membership contribution does not cancel the recurring subscription. Stopping future renewals is a separate operation. Refunds require refund permission on the associated form. These membership refund controls apply to Stripe payments. Ask Support about other providers.

Troubleshooting

A membership can have more than one payment, so identify the exact payment before refunding. Confirm membership ID, payment date, amount, and intended effect. An archived type and a canceled member subscription are not interchangeable.