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I’d like to offer a membership scheme whereby you can pay a yearly payment or monthly recurring payments. Is it possible to do this via the membership options or will I have to set up a recurring contribution?

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Try by doing this

  1. Create a Membership type ABC with monthly rolling with auto renew required option ticked.

  2. Create a price set with price field as select or radio with two options

    2.a ABC membership type (monthly) - monthly amount - number of terms set to 1

    2.b ABC membership type (yearly) - yearly amount - number of terms set to 12

  3. Include the price set in membership signup form

Or

  1. Create a Membership type ABC with monthly rolling with auto renew required option ticked.
  2. Create a Membership type ABC-yearly with yearly rolling with auto renew required option ticked.
  3. Include both the membership type in membership page

(Second method will work, but not sure about first method)

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  • I've ran into the issue where doing monthly v yearly memberships need their own contribution page. The auto renew value for a given membership is not correct when using price sets. Civi requires that you include all member types in the same price field.
    – Andy Burns
    Commented Sep 16, 2020 at 16:59

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