Purpose
1. To automate recurring billing for membership or subscription services in a non-profit arts organization.
2. Automates payment collection, renewal notifications, receipt issuing, and membership management for ongoing revenue.
3. Enables the organization to automate membership tracking, reduce manual administrative tasks, decrease payment failure rates, and ensure consistent cash flow via automated billing and reminders.
Trigger Conditions
1. Automating billing cycle renewal date (monthly/annually).
2. Automated member sign-up or upgrade.
3. Scheduled payment due date.
4. Automated payment failure or card expiration detected.
5. Administrative trigger for batch processing or fee adjustment.
Platform Variants
1. Stripe
- Feature/Setting: Automated Subscriptions API – configure ‘Create Subscription’ and ‘Invoice Payment Succeeded’ webhook to automate billing/retries.
2. PayPal
- Feature/Setting: Automated Billing Agreements – use ‘Create Recurring Payment Plan’ and ‘Payment Notification Webhook’ to automate payments and notifications.
3. Square
- Feature/Setting: Subscriptions API – automate customer subscriptions, manage and automate invoices, and set up recurring billing cycles.
4. QuickBooks Online
- Feature/Setting: Recurring Transactions – automate invoice creation and payment reminders using `CreateRecurringTransaction` endpoint.
5. Xero
- Feature/Setting: Repeating Invoices – automated generation by configuring repeating invoice rules via API.
6. Chargebee
- Feature/Setting: Automated Subscription Lifecycle – automate subscription renewal, payment retries, and cancellation via API events.
7. Zoho Subscriptions
- Feature/Setting: Automated Recurring Invoice – set and configure recurring billing cycle using Recurring Invoice API.
8. FreshBooks
- Feature/Setting: Automated Recurring Payments – automates creation and sending of scheduled invoices through Recurring Billing API.
9. Recurly
- Feature/Setting: Subscriptions Management API – automate renewals, dunning management, and payment completions.
10. Braintree
- Feature/Setting: Automated Subscription and Webhooks – set up automated recurring billing via Subscription API and automate card update notifications.
11. GoCardless
- Feature/Setting: Automated Direct Debit – automate recurring collection mandates for subscriptions.
12. Sage Intacct
- Feature/Setting: Recurring Billing Module – automates contract and invoice creation and renewals on schedule.
13. Authorize.Net
- Feature/Setting: Automated ARB (Automated Recurring Billing) – configure subscription profiles and automate transaction event notifications.
14. Wave
- Feature/Setting: Automated Recurring Billing – utilize scheduled payment workflows for ongoing membership dues.
15. Paddle
- Feature/Setting: Subscription Management API – automate lifecycle updates, payment attempts, and renewal success notifications.
16. Memberful
- Feature/Setting: Automated Membership Renewal – integration for automating recurring payments, upgrades, and cancels.
17. Wild Apricot
- Feature/Setting: Automated Membership Billing – configure plans for scheduled recurring charges and email notices.
18. Donorbox
- Feature/Setting: Automated Recurring Donations – automate donation renewals, receipts via webhooks.
19. Salesforce Nonprofit Cloud
- Feature/Setting: Recurring Donation Automation – automate setup, renewals, receipting using Nonprofit Success Pack automation functions.
20. Blackbaud eTapestry
- Feature/Setting: Recurring Gift Processing – automate giving schedules, pledges, and receipting for recurring donors.
Benefits
1. Automator reduces administrative overhead by automating payment tracking and invoicing.
2. Automated reminders increase successful renewal rates and decrease revenue leakage.
3. Automated payment retries and dunning reduce churn caused by failed payments.
4. Automating renewal receipts and messages enhances donor/member engagement.
5. Automate analytic and reporting tasks for forecasting and transparency.
6. Automatable payment workflows improve data accuracy and compliance.
7. Automatedly syncs billing events with CRM or accounting platforms for unified records.