Recurring payment setup for memberships/plans

Purpose

1.1. Enable animal hospitals to offer automated recurring payment setups for various membership or wellness plans, supporting clients in predictable billing cycles, ensuring continuous pet care coverage, reducing manual collection efforts, improving patient retention, streamlining renewals, applying automatic discounts, and maintaining compliance with payment regulations.

Trigger Conditions

2.1. New client enrolls in a wellness/membership plan.
2.2. Existing membership is due for renewal.
2.3. Payment method update event received.
2.4. Failed payment or declined transaction.
2.5. Client-initiated membership cancellation.
2.6. Automated reminder for upcoming payment.

Platform Variants

3.1. Stripe
• Function: Subscription API — Create/Maintain recurring billing for selected plan; sample: Configure webhook for subscription_created.
3.2. PayPal
• Feature: Billing Agreements — Set up and manage auto-payment agreements; sample: REST API 'Create Billing Agreement.'
3.3. Square
• Setting: Recurring Payments API — Automate memberships in the dashboard; sample: Subscriptions endpoint for scheduled charges.
3.4. Authorize.Net
• Setting: ARB (Automated Recurring Billing) — Schedule membership payments using ARBCreateSubscriptionRequest.
3.5. QuickBooks Online
• Function: Recurring Sales Receipt — Automatically generate sales receipts for member plans; configure via Sales Receipt template.
3.6. Zoho Subscriptions
• Feature: Plan Management API — Set up recurring plans; use 'Create Subscription' endpoint.
3.7. Recurly
• Function: Plans & Subscriptions API — Configure member-based recurring billing by plan ID.
3.8. FreshBooks
• Feature: Recurring Profiles — Establish auto-bill for memberships in the client’s dashboard.
3.9. Braintree
• Function: Subscription API — Enable periodic billing for clients; configure with recurring parameters.
3.10. GoCardless
• Feature: Mandates & Subscriptions — Automate direct debit plans; use API for subscription creation.
3.11. Chargebee
• Function: Subscriptions Module — Set up plan interval, payment method, and dunning rules.
3.12. Xero
• Setting: Repeating Invoices — Enable and customize repeating invoices for ongoing plans.
3.13. SAP Concur
• Feature: Recurring Expense Reports — Utilize policy engine for regular member charges.
3.14. Wave
• Function: Recurring Invoices — Set up for memberships; configure payment reminders.
3.15. Intuit Payments
• Setting: Online Recurring Payments — Enable customers to auto-pay for club memberships.
3.16. Moneris
• Function: Recurring Payments Management API — Schedule and adjust plan payments.
3.17. Worldpay
• Feature: Recurring Payments Setup — API-based scheduling for healthcare plan billing.
3.18. Zoho Books
• Setting: Recurring Invoice Section — Assign plan, frequency, and reminder triggers.
3.19. Fattmerchant (Stax)
• Feature: Membership Payments — Activate recurring profile in terminal software.
3.20. Sage Intacct
• Function: Contracts Module — Configure contract schedule for automatic billing of membership renewals.
3.21. Clover
• Feature: Recurring Plans — Setup payment plans in virtual terminal for ongoing clients.
3.22. Adyen
• Function: Subscription API — Automate intervals, trial, and customer notifications.

Benefits

4.1. Eliminates manual billing, reducing staff workload and payment delays.
4.2. Ensures consistent cash flow and revenue predictability for financial planning.
4.3. Enhances client satisfaction with seamless, worry-free billing experiences.
4.4. Facilitates error reduction and compliance with billing standards.
4.5. Offers scalable setup as practice or membership base grows.