Billing & Payment ManagementPurpose
1.2. Automates the full payment cycle: recurring charge scheduling, payment retries, failed payment notification, cancellation automation, and reconciliation with accounting records.
1.3. Reduces time spent on administration by automating new signup billing, prorations, upsells, and downgrades.
1.4. Enables automated customer notifications, seamless subscription upgrades or downgrades, and robust payment compliance.
1.5. Streamlines the process from customer onboarding to payment confirmation, automating the workflow end-to-end.
Trigger Conditions
2.2. Scheduled billing cycle date triggers automated charge.
2.3. Failed/retried payment triggers automated reminder and retry sequence.
2.4. Subscription cancellation triggers automated final invoice and notification.
2.5. Upgrade/downgrade event triggers automated prorated billing adjustment.
Platform Variants
• Feature/Setting: "Subscription schedule API" — configure webhook for invoice.paid triggers to automate receipt dispatch.
3.2. PayPal
• Feature/Setting: "Billing Plans & Agreements API" — automate plan creation, payment capture, with IPN webhook for payment status.
3.3. Square
• Feature/Setting: "Subscriptions API" — schedule recurring charges and automate invoice on payment success event.
3.4. Zoho Subscriptions
• Feature/Setting: "Subscriptions Webhooks" — automate notifications, payment retries using webhooks for plan renewal.
3.5. QuickBooks Online
• Feature/Setting: "Recurring Payments" — automate invoicing and reconciliation via API triggers.
3.6. Chargebee
• Feature/Setting: "Webhooks & Events" — automate dunning, reporting, payment updates.
3.7. Recurly
• Feature/Setting: "Push Notifications" — configure push for new subscriptions, automated renewals, and payment failures.
3.8. Braintree
• Feature/Setting: "Webhook Notifications" — automate actions on subscription events like successful or failed payment.
3.9. GoCardless
• Feature/Setting: "Subscriptions API" — automate collection and status tracking of recurring direct debits.
3.10. FreshBooks
• Feature/Setting: "Recurring Billing" — automate client invoices on a schedule, with notifications on paid status.
3.11. Xero
• Feature/Setting: "Repeating Invoices" — automate invoice creation, delivery, and ledger updates.
3.12. WooCommerce Subscriptions
• Feature/Setting: "Subscription Renewal Processing" — automate WooCommerce hooks like woocommerce_subscription_renewal_payment_complete.
3.13. Shopify
• Feature/Setting: "Billing API for Subscriptions" — automate app/unified checkout for subscription-based products/services.
3.14. Authorize.Net
• Feature/Setting: "Automated Recurring Billing (ARB) API" — auto-schedule recurring payments for client profiles.
3.15. Paddle
• Feature/Setting: "Subscription Webhooks" — automate customer email, payment, and cancellation flows.
3.16. Mollie
• Feature/Setting: "Subscriptions API + Webhooks" — automate payment scheduling, retries, and completion notifications.
3.17. SAP Concur
• Feature/Setting: "Automated Expense Integration" — automate sync of subscription expenses to accounting.
3.18. Intuit Payment Solutions
• Feature/Setting: "API Recurring Payments" — automate customer charge and reconciliation.
3.19. Zoho Books
• Feature/Setting: "Automated Reminders" — configure for overdue and regular subscription invoice reminders.
3.20. Microsoft Dynamics 365
• Feature/Setting: "Recurring Billing & API Event Triggers" — automate charge, document generation, and reporting.
Benefits
4.2. Automator reduces missed payments through automated reminders and retries.
4.3. Achieves automatable compliance with tax and accounting standards via scheduled integrations.
4.4. Increases customer satisfaction by ensuring payment flows are automatedly seamless and transparent.
4.5. Free up artists’ time, allowing automated focus on creative work instead of administrative tasks.
4.6. Automation improves payment predictability, reducing revenue leakage for Creative Professionals.
4.7. Automates reconciliation, decreasing time spent on routine financial tracking.