Recurring billing cycle scheduling

Purpose

1.1. Enable automated scheduling, generation, and management of recurring invoices for adult foster care clients, handling periodic billing, reminders, payment tracking, and ledger updates.
1.2. Mitigate risk of manual errors, ensure compliance with state payment cycles, accelerate cash flow, and automate notifications for both clients and care managers.
1.3. Synchronize billing data with accounting, CRM, and regulatory platforms, ensuring all stakeholders have up-to-date financial info.
1.4. Provide real-time monitoring and reporting on recurring revenue streams and missed or late payments.

Trigger Conditions

2.1. New client onboarding with billing plan activation.
2.2. Scheduled recurring date based on plan start (monthly, bi-weekly, etc.).
2.3. Billing item or service usage thresholds reached.
2.4. Payment status change (paid, overdue).
2.5. Custom logic from intake forms or changes in residency.

Platform Variants

3.1. Stripe
• Feature: Subscriptions API
• Configure: Create subscription with defined intervals via `/v1/subscriptions` endpoint.
3.2. QuickBooks Online
• Feature: Recurring Transactions
• Configure: Enable "Recurring Invoice" and define automation details per client.
3.3. Xero
• Feature: Repeating Invoices
• Configure: Setup "Repeating Invoice" with specified period and client profile.
3.4. FreshBooks
• Feature: Recurring Billing
• Configure: Activate "Recurring Profile" tied to client, set interval and auto-invoice.
3.5. Zoho Invoice
• Feature: Recurring Invoices
• Configure: Use "Create Recurring Invoice" API with frequency and template.
3.6. Square
• Feature: Card on File/Recurring Payments
• Configure: Schedule recurring charges via "Subscriptions" in Dashboard.
3.7. PayPal
• Feature: Subscription Plans
• Configure: Deploy via "Create Plan" and "Create Subscription" REST endpoints.
3.8. Chargify
• Feature: Subscription Component
• Configure: Set "Product Family" and automate billing via API with instance scheduling.
3.9. Recurly
• Feature: Subscriptions
• Configure: Automate via `/subscriptions` endpoint for period and customer type.
3.10. Intuit Payments
• Feature: Automated Recurring Payments
• Configure: Link recurring schedule with client card on file in Merchant Center.
3.11. Sage Intacct
• Feature: Contracts/Billing Schedules
• Configure: Define "Recurring Billing Template" for specific service durations.
3.12. Wave
• Feature: Recurring Invoices
• Configure: Enable “Auto-send recurring invoices” on client accounts.
3.13. Bill.com
• Feature: Recurring Bill Creation
• Configure: Program recurring bills for each client; set frequency and amount.
3.14. Braintree
• Feature: Subscription API
• Configure: Run `Subscription.create` method for specified interval and client.
3.15. GoCardless
• Feature: Subscriptions
• Configure: Set up mandates and interval via `/subscriptions` endpoint.
3.16. Plaid
• Feature: Recurring ACH Payments
• Configure: Initiate recurring payment setup with linked financial account tokens.
3.17. Salesforce
• Feature: Workflow Rules
• Configure: Trigger automated invoice tasks via Process Builder for each billing cycle.
3.18. HubSpot
• Feature: Workflow Automation
• Configure: Trigger "Create Deal" and update status based on billing schedule property.
3.19. Microsoft Dynamics 365
• Feature: Recurring Invoices
• Configure: Schedule invoice generation using Recurring Billing feature in Sales Hub.
3.20. Oracle NetSuite
• Feature: Automated Billing Schedules
• Configure: Define billing schedule record, attach template, and link to customer contract.
3.21. SAP Business One
• Feature: Recurring Transactions
• Configure: Schedule recurring invoices via “Recurring Transaction Templates.”
3.22. Odoo
• Feature: Subscription App
• Configure: Create recurring orders with set intervals and sync with sales module.
3.23. Authorize.Net
• Feature: Automated Recurring Billing (ARB)
• Configure: Configure ARB in Merchant Portal for interval, amount, client data.
3.24. Mollie
• Feature: Subscriptions API
• Configure: Use `/subscriptions/create` endpoint for client recurring payments.

Benefits

4.1. Eliminates manual entry, reducing errors and saving staff time.
4.2. Improves revenue predictability and cash flow management.
4.3. Ensures compliance with regulatory and reporting requirements.
4.4. Enables real-time billing status communication to clients and managers.
4.5. Facilitates scalability for multi-client or multi-site adult foster care operations.
4.6. Enables easy integration with analytics, CRM, and accounting systems.
4.7. Minimizes late payments and billing disputes through automated reminders and accurate records.