Recurring billing setup for subscription-based wholesale clients

Purpose

1.1. Automate the entire recurring billing cycle for wholesale beauty product clients, reducing manual intervention and ensuring accurate, timely invoicing.
1.2. Enable automated detection of upcoming renewal dates, invoice generation, payment collection, and ERP/accounting reconciliation for beauty suppliers.
1.3. Minimizes overdue payments by automating dunning workflows, and updates account statuses for compliance and analytics.

Trigger Conditions

2.1. Subscription activation or renewal detected in the CRM or billing platform.
2.2. Pre-scheduled billing interval reached (monthly, quarterly, yearly).
2.3. Automated payment failure notification or chargeback notice received.
2.4. New or updated client payment information in secure vault.

Platform Variants

3.1. Stripe
• Feature: Subscriptions API (POST /v1/subscriptions) — automates recurring charge creation and management.
• Configure events: invoice.created, invoice.paid, invoice.payment_failed webhooks.

3.2. PayPal
• Feature: Billing Plans & Agreements API (POST /v1/payments/billing-plans) — automate plan assignment and payment retries.
• Webhook: BILLING.SUBSCRIPTION.PAYMENT.FAILED automates dunning process.

3.3. QuickBooks Online
• Feature: Recurring Transactions endpoint — automates invoice creation and status sync.
• Use "CreateRecurringTransaction" API for template setup.

3.4. Xero
• Feature: Invoices API (POST /invoices) — automated recurring invoice issuance and payment matching.
• Integrate using scheduled triggers and online payment matching.

3.5. Chargebee
• Feature: Subscription Events Webhooks (invoice_generated, payment_collected) — automates invoicing lifecycle.
• Configure automated dunning for failed payments.

3.6. Zoho Books
• Feature: Recurring Invoices API (POST /invoices/recurring) — automates schedule-based billing.
• Automated reminder triggers for payment collection.

3.7. Recurly
• Feature: Subscription endpoints (POST /subscriptions) — automates changes and renewals.
• Automate via invoice.created and invoice.failed notifications.

3.8. SAP Business One
• Feature: Recurring Transaction Templates API — automate scheduled AR invoice creation.
• Automate payment reconciliations.

3.9. Oracle NetSuite
• Feature: SuiteBilling API — automates recurring invoices and payment application.
• Automate subscription renewals via SuiteScript triggers.

3.10. FreshBooks
• Feature: Recurring Profiles Endpoint — automated invoice generation and reminders setup.
• Automate overdue notifications.

3.11. Wave
• Feature: Recurring Invoices API (POST /invoice/recurring) — automate wholesale schedule-based billing.
• Automate follow-ups on payment status.

3.12. Square
• Feature: Subscription API — automates recurring charges and update notifications.
• Automate failed payment workflow.

3.13. Braintree
• Feature: Subscription API (POST /subscriptions) — automating payment collection and failed attempt retries.
• Automatize webhook for billing events.

3.14. Microsoft Dynamics 365 Business Central
• Feature: Recurring Sales Invoice API — automates contract billing intervals.
• Automate journal entries upon payment receipt.

3.15. Sage Intacct
• Feature: Recurring Billing API — automate bulk invoice creation and revenue recognition.
• Automate payment status synchronization.

3.16. Zuora
• Feature: Subscription & Invoicing APIs — automate contract renewals and bill runs.
• Automate dunning using Events Framework.

3.17. GoCardless
• Feature: Subscriptions API — automates direct debit collection for wholesale accounts.
• Automate notifications for payment success/failure.

3.18. Mollie
• Feature: Subscriptions API — automate scheduled SEPA/credit card billing.
• Automate retries and status updates.

3.19. QuickFile
• Feature: Recurring Invoice scheduler — automates email and PDF invoice delivery.
• Automate account credit checks on renewal.

3.20. MYOB
• Feature: Recurring Sales Setup — automates invoice repeat cycles and overdue alerts.
• Automated bank feed reconciliation.

3.21. Paddle
• Feature: Subscriptions API — automate billing cycles and customer notifications.
• Automate tax calculation and reporting.

3.22. Bill.com
• Feature: Automated Billing — recurring invoice workflows and payment follow-up automation.
• Automate reporting sync with CRM.

Benefits

4.1. Automates repetitive manual billing, reducing human error in accounting.
4.2. Automated recurring invoices improve cash flow consistency for suppliers.
4.3. Automator handles failed payment escalation, decreasing overdue receivables.
4.4. Automated reconciliation speeds monthly closing and financial reporting.
4.5. Automation lowers operational costs and supports business scalability.
4.6. Automates compliance checks and audit trail creation.
4.7. Automatedly keeps clients informed with automated reminder notifications.
4.8. Automates cross-platform sync of payment and customer data for analytics.