Purpose
1.2. Automates payment collections, invoice generation, payment reminders, and reconciliation for memberships, minimizing manual errors and saving administrative time.
1.3. Automating billing cycles enhances financial predictability and improves customer satisfaction through consistent, timely charging and notifications.
1.4. Enables an automatable system for failed payment handling, proration, upgrades, downgrades, cancellations, and refund processing.
Trigger Conditions
2.2. For failed payment, the automation will retry or alert the admin/member.
2.3. Automated upgrade/downgrade requests by customers trigger recalculation and rebilling.
2.4. Cancellation or pause of membership initiates automated refund or proration events.
Platform Variants
• API: /v1/subscriptions — Automate creation, updating, renewal, and cancellation of recurring payments.
3.2. PayPal
• Feature: Subscriptions REST API — Automates recurring checkout and billing agreement management.
3.3. Square
• Setting: Recurring Invoices API — Automates invoice scheduling and payment collection.
3.4. GoCardless
• API: /payments — Automates direct debit for recurring membership fees.
3.5. Xero
• Endpoint: invoices.create — Automatedly generates invoices for each billing cycle.
3.6. QuickBooks Online
• Feature: Recurring Transactions — Automates invoice and payment scheduling with reminders.
3.7. Zoho Subscriptions
• Action: Create Subscription — Automates complete subscription lifecycle and notifications.
3.8. Chargebee
• Setting: Hosted Pages API — Automates customer sign-up, upgrade, and billing events.
3.9. Recurly
• Endpoint: /subscriptions — Automates subscription management, proration, and dunning.
3.10. Braintree
• API: Subscription.create — Automates creation/management of recurring billing.
3.11. FreshBooks
• Feature: Recurring Templates — Automates invoicing and payment reminders.
3.12. Wave
• Setting: Automatic Billing — Automates invoice creation and payment processing.
3.13. PaySimple
• API: Recurring Payments — Automates scheduled payments and receipts.
3.14. Mollie
• Endpoint: Subscriptions API — Automates charging repeat customers.
3.15. Paddle
• Action: /subscription/user — Automates subscription billing workflows.
3.16. Zoho Books
• Feature: Recurring Invoice — Automates invoice cycle and payment reminders.
3.17. MemberPress
• Setting: Automated renewals — Automates WordPress-based membership billing.
3.18. WooCommerce Subscriptions
• API: Subscription object — Automates recurring payments on WooCommerce.
3.19. SAP Concur
• Feature: Automated invoice processing for expense/membership reimbursements.
3.20. Intuit Payments
• Setting: Recurring Billing API — Automates customer charges and alerting.
3.21. Chargify
• Endpoint: /subscriptions — Automates all stages of customer subscription lifecycle.
3.22. Adyen
• Feature: Recurring Payments API — Automates global recurring membership charging.
Benefits
4.2. Automated alerts and reminders enhance customer experience and reduce churn.
4.3. Automation of failed payment and dunning reduces administrative workload and late payment risk.
4.4. Automatable workflows offer scalable financial management for any event venue, regardless of member volume.
4.5. Streamlined, automatable reconciliation lowers errors in reporting and gives real-time visibility into finances.
4.6. Automated documentation helps for audits and compliance with standardized, timestamped records.