Billing & PaymentsPurpose
1.2. Notify patients of impending renewal, handle payment processing, update billing records, and issue receipts, reducing manual staff workload.
1.3. Sync updated subscription statuses and payment history across practice management, CRM, and financial systems.
Trigger Conditions
2.2. System detects imminent expiry (e.g., 7 days before expiration).
2.3. Manual trigger for ad hoc renewals or administrative overrides.
2.4. Payment success or failure event.
Platform Variants
3.1. Stripe
• Feature: Subscriptions API → Create/Renew subscription.
• Example: POST /v1/subscriptions
3.2. PayPal
• Feature: Billing Plans and Agreements → Execute billing agreement.
• Example: POST /v1/payments/billing-agreements/{agreement_id}/bill-balance
3.3. Square
• Feature: Subscriptions API → Renew subscription.
• Example: POST /v2/subscriptions/{subscription_id}/renew
3.4. Braintree
• Feature: Subscription Management → Update/Renew Subscription.
• Example: POST /subscriptions/{id}/update
3.5. Zoho Subscriptions
• Feature: API → Renew Subscription Manually.
• Example: POST /subscriptions/{subscription_id}/renew
3.6. Mindbody
• Feature: Auto-Pay Setup → Auto-renewal settings per package.
• Example: Enable Auto-Pay on membership profile
3.7. QuickBooks Online
• Feature: Recurring Transaction API → Schedule next invoice.
• Example: POST /v3/company/{companyId}/recurringtransaction
3.8. FreshBooks
• Feature: Automated Recurring Payments → Enable/Configure clients.
• Example: POST /recurring-profiles
3.9. Wave
• Feature: Payments API → Automated Billing Profiles.
• Example: POST /api/v1/payment_profiles
3.10. Xero
• Feature: Invoices API → Generate recurring invoices.
• Example: POST /api.xro/2.0/Invoices (Type=RECURRING)
3.11. Salesforce
• Feature: Billing and Revenue Cloud → Contract renewal flow.
• Example: PATCH /services/data/vXX.X/sobjects/Contract/renewal
3.12. Infusionsoft (Keap)
• Feature: Subscription API → Renew Subscription.
• Example: POST /subscriptions/{id}/renew
3.13. HubSpot
• Feature: Recurring Payments API → Create Renewal Payment.
• Example: POST /crm/v3/objects/recurring_payments
3.14. Chargify
• Feature: Subscription Renewal API → Trigger Plan Renewal.
• Example: POST /subscriptions/{id}/renewals
3.15. Recurly
• Feature: Subscription Lifecycle → Perform renewal.
• Example: POST /subscriptions/{subscription_id}/renew
3.16. GoCardless
• Feature: Subscriptions → Automatically recur direct debit mandates.
• Example: POST /subscriptions
3.17. Authorize.Net
• Feature: Automated Recurring Billing (ARB) → Trigger renewal.
• Example: ARBCreateSubscriptionRequest
3.18. SquareSpace
• Feature: Commerce Subscriptions → Auto-renew settings per product.
• Example: Set auto-renew on store product/config
3.19. WooCommerce (WordPress)
• Feature: Subscriptions Plugin → Renewal process webhook.
• Example: woocommerce_subscription_renewal_payment_completed hook
3.20. Shopify
• Feature: Billing API → Subscription contract renewal.
• Example: POST /admin/api/2022-04/subscription_contracts/{id}/activate
3.21. Mailchimp
• Feature: Customer Journey Builder → Renewal Reminder Emails.
• Example: Triggered email on custom field change
3.22. Twilio SMS
• Feature: Messaging API → SMS renewal reminder post-payment.
• Example: POST /2010-04-01/Accounts/{AccountSid}/Messages.json
3.23. Google Calendar
• Feature: API Event Insertion → Create renewal events/reminders.
• Example: POST /calendars/{calendarId}/events
3.24. Slack
• Feature: Incoming Webhooks → Post team notification on renewal.
• Example: POST to webhook URL with renewal message
Benefits
4.2. Provides patients with timely reminders ensuring continuity of care.
4.3. Frees staff from manual billing, allowing focus on clinical activities.
4.4. Ensures real-time synchronization and compliance with financial records.
4.5. Enhances patient experience with seamless renewal and digital receipts.
4.6. Integrates easily across diverse tools in acupuncturist practice settings.