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?
Try by doing this
Create a Membership type ABC with monthly rolling with auto renew required option ticked.
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
Include the price set in membership signup form
- Create a Membership type ABC with monthly rolling with auto renew required option ticked.
- Create a Membership type ABC-yearly with yearly rolling with auto renew required option ticked.
- Include both the membership type in membership page
(Second method will work, but not sure about first method)
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. Sep 16, 2020 at 16:59