Billing & PaymentsPurpose
1.2. Reduce manual payment tracking efforts, minimize invoice errors, and improve patient billing experience with automated reminders and receipts.
1.3. Centralize payment history, manage membership upgrades/downgrades, handle failed payments, and streamline financial reporting in the alternative medicine practitioner setting.
Trigger Conditions
2.2. Member selects recurring payment option during checkout.
2.3. Payment method is captured and authorized.
2.4. Payment due date is reached according to agreed membership cycle (monthly, quarterly, annual).
2.5. Failed transaction/expired payment method detected.
2.6. Membership plan change or cancellation initiated.
Platform Variants
3.1. Stripe
• Feature/Setting: Subscriptions API — configure `POST /v1/subscriptions` with patient, pricing, renewal interval, and email invoice settings.
3.2. Square
• Feature/Setting: Subscriptions endpoint — use `CreateSubscription` endpoint with payment token, frequency, and email notifications.
3.3. PayPal
• Feature/Setting: Billing Agreements API — set up recurring plans via `POST /v1/payments/billing-agreements` with member data.
3.4. Chargebee
• Feature/Setting: Plans & Subscription API — configure automated payment collection and renewal reminders with webhook for payment failures.
3.5. Zoho Subscriptions
• Feature/Setting: Create Subscription API — use endpoint with pricing details, payment intervals, and customer info.
3.6. QuickBooks Payments
• Feature/Setting: Recurring Sales Receipts — configure “Recurring” billing for membership items tied to customer record.
3.7. Braintree
• Feature/Setting: Subscriptions API — define `POST /subscriptions` with invoice scheduling and retry logic for failed payments.
3.8. FreshBooks
• Feature/Setting: Recurring Billing Setup — select “Auto-bill” option and schedule invoices to be sent and paid automatically.
3.9. Recurly
• Feature/Setting: Subscriptions API — deploy `POST /subscriptions` with plan frequency, retries, and communication templates.
3.10. GoCardless
• Feature/Setting: Mandate & Subscription API — automate SEPA/ACH direct debits by scheduling collection periods per member.
3.11. Authorize.Net
• Feature/Setting: Automated Recurring Billing (ARB) API — configure “Create Subscription” with amount, schedule, and notifications.
3.12. Xero
• Feature/Setting: Repeating Invoices — set invoice recurrence, auto-payment, and email customer pre/during collection.
3.13. Wave
• Feature/Setting: Recurring Invoices — set frequency and enable “Auto-charge” on saved card data.
3.14. MemberPress
• Feature/Setting: Membership Rules — set Access/Membership Rule and Payment Gateway integration (Stripe/PayPal) for auto-renewal.
3.15. Mindbody
• Feature/Setting: Contracts & Autopay setup — enable contract with “Autopay” escrow for membership tiers.
3.16. Kajabi
• Feature/Setting: Recurring Offers — configure recurring payment options in offer setup connected to Stripe/PayPal.
3.17. WooCommerce Subscriptions
• Feature/Setting: Subscriptions Plugin — set product type to “Subscription”, configure period, auto-renew, and failed payment handling.
3.18. Shopify Recurring Payments
• Feature/Setting: Subscription APIs — set up new contract and schedule with `subscriptionContractCreate` mutation for recurring items.
3.19. Zoho Books
• Feature/Setting: Recurring Invoice — automate invoice generation and collection, coupled with customer reminders.
3.20. Spreedly
• Feature/Setting: Payment Method Vault & Recurring API — store payment method and use subscription API for recurring debits.
Benefits
4.2. Reduces manual effort in invoice creation, tracking, and reconciliation for practitioners.
4.3. Enhances member experience via automated reminders, confirmations, and transparent billing.
4.4. Effectively manages failed payments, membership renewals, pauses, and cancellations with minimal staff intervention.
4.5. Integrates with reporting tools to provide comprehensive revenue analytics and financial forecasts.