Membership subscription charge automation

Purpose

1.1. Automate recurring billing for member subscriptions, ensuring on-time payments and reducing manual financial administration.
1.2. Provide members with seamless renewal or cancellation options, and immediate service continuity upon successful payment.
1.3. Sync member status and access in club management, email, CRM, and accounting platforms to reflect real-time payment updates.
1.4. Minimize failed charges, automate renewal notifications, and integrate with access control systems for streamlined entry.

Trigger Conditions

2.1. Scheduled charge date reaches for a member.
2.2. New member sign-up is completed.
2.3. Payment method updated or added by member.
2.4. Failed charge or payment declined status detected.
2.5. Membership cancellation initiated.

Platform Variants

3.1. Stripe
• Feature/Setting: Use “Subscription Schedule” API for dynamic billing cycles, webhook for “invoice.payment_succeeded” or “invoice.payment_failed”.
3.2. PayPal
• Feature/Setting: Configure “Billing Plans” and “Agreement” APIs; IPN or Webhook notifications for recurring payment events.
3.3. Square
• Feature/Setting: Use "Subscriptions API" to create and manage plans; listen on "subscription.updated" webhook.
3.4. Chargebee
• Feature/Setting: Automate using “Subscriptions” API; set up “Event Webhooks” for charge status.
3.5. Recurly
• Feature/Setting: Use “Subscriptions” and “Invoices” endpoints; configure “Push Notifications” for payment results.
3.6. Zoho Subscriptions
• Feature/Setting: Schedule recurring charges through “Create Subscription” API; enable webhook for status events.
3.7. GoCardless
• Feature/Setting: Automate with “Subscriptions API”; trigger on “payment_created” webhook.
3.8. Braintree
• Feature/Setting: Use “Subscriptions” and “Webhook Notifications” for charge attempts.
3.9. Xero
• Feature/Setting: Automate invoice creation with “Invoices API” and monitor “Payment” events.
3.10. QuickBooks Online
• Feature/Setting: Recurring payments via “SalesReceipt” endpoint; webhook for payment confirmation.
3.11. FreshBooks
• Feature/Setting: Set up auto-billing in “Recurring Templates”; track with “Payments” API.
3.12. WooCommerce Subscriptions
• Feature/Setting: REST API and “woocommerce_subscription_renewal_payment_complete” hook.
3.13. Shopify
• Feature/Setting: Use “Subscription Contracts” API; webhook for “orders/paid” event.
3.14. MemberPress (WordPress)
• Feature/Setting: Use built-in webhook settings and REST API for triggers.
3.15. Mailchimp
• Feature/Setting: “E-commerce” integrations with tag updates on payment events via “Automation API”.
3.16. Zapier
• Feature/Setting: Automate using “Schedule by Zapier” and “Payment Processor” triggers; Action: Charge Member.
3.17. Integromat (Make)
• Feature/Setting: Schedule recurring scenarios tied to payment APIs; monitor outcomes.
3.18. Salesforce
• Feature/Setting: Workflow automation using “Billing” and “Recurring Payment” objects; Outbound Message trigger for payment events.
3.19. HubSpot
• Feature/Setting: Custom workflow automation via Webhooks; contact properties updated on payment completion.
3.20. Oracle NetSuite
• Feature/Setting: Automated billing via “Recurring Billing Schedule”; SuiteTalk API for charge updates.
3.21. Sage Intacct
• Feature/Setting: Automate via “Recurring Billing” module and XML API events.
3.22. Authorize.Net
• Feature/Setting: Use “Automated Recurring Billing (ARB)” API; trigger on payment events webhook.

Benefits

4.1. Eliminates manual recurring billing tasks and reduces errors.
4.2. Enhances payment reliability and member retention with timely reminders.
4.3. Automatic lockout for unpaid members boosts access control efficiency.
4.4. Real-time data sync keeps finance and CRM records always up-to-date.
4.5. Supports multiple payment gateways and adapts to business growth.