Membership & Client ManagementPurpose
1.2. Automate payment collection by integrating payment gateways, sending reminders, and reconciling payment status in member records
1.3. Automating error reduction, time saving, and real-time payment status visibility for staff and clients
1.4. Automator enables seamless updates to CRM, accounting, and notification systems following each transaction for streamlined membership and client management
Trigger Conditions
2.2. Monthly or periodic class attendance record submission
2.3. End of free trial or promotional period
2.4. Scheduled billing cycle (e.g. monthly, quarterly)
2.5. Manual trigger by staff for ad hoc invoicing
2.6. Detected payment failure, flagged for automated retry and notification
Platform Variants
3.1. QuickBooks
• API Endpoint: Invoice creation endpoint—automatedly issue itemized invoices per client, auto-trigger payment link.
3.2. Xero
• Feature: Automated invoicing workflow—configure repeating invoices, activate online payment options.
3.3. Stripe
• API/Object: PaymentIntent and Invoice API—automates recurring payments, auto-send personalized invoice links.
3.4. PayPal
• Feature: Invoicing API—automatically generate and email invoices; IPN for payment status updates.
3.5. Square
• API: Invoices API—automated invoice scheduling and payment tracking for fitness clients.
3.6. Zoho Books
• Feature: Automated invoice creation triggers—set up customer-based workflow automation, including auto-payment reminders.
3.7. FreshBooks
• Function: Recurring Profiles—automates recurring billing, auto-email customizable invoices.
3.8. Wave
• Integration: Recurring Invoices—configure automated invoice scheduling and auto-payment reminders.
3.9. Sage Business Cloud
• Module: Invoicing—set up automation rules for frequent membership billing cycles.
3.10. GoCardless
• API: Automated Direct Debit—trigger payment collection post-invoice generation.
3.11. Intuit
• API: AutoBilling for regular invoices—integrate payment reminders for overdue clients.
3.12. Chargebee
• Function: Automated invoice and subscription management—dynamic recurring payment collection.
3.13. Recurly
• API Endpoint: Invoice Generation for automated billing; automate subscription renewals.
3.14. Braintree
• API: Automate invoice-triggered payment flow—link invoices to credit/debit payments.
3.15. Mollie
• API: Invoicing and Mandate—auto-setup recurring debits for memberships.
3.16. Gocardless
• Endpoint: Mandate and Payment—automatedly charge clients when invoiced.
3.17. Payoneer
• Feature: Automated payments requests, auto-inform clients with invoice links.
3.18. Shopify (for classes as products)
• App Setting: Automated digital invoicing, auto-integrate with Shopify Payments.
3.19. Calendly (with Payment Integration)
• Feature: Automate invoice and payment request upon class booking confirmation.
3.20. Mindbody
• API: Auto-bill for scheduled classes, automate invoice after attendance logging.
3.21. Microsoft Power Automate
• Flow: Triggers for invoice creation on form submission or database update.
3.22. Google Workspace (Apps Script)
• Script: Automated Google Docs/Sheets invoice generation, auto-send via Gmail.
3.23. SAP Concur
• Module: Automated invoice capture and reconciliation with payment status updates.
3.24. Odoo
• App: Automated invoice generation and payment follow-up for each membership plan.
3.25. Salesforce
• Process Builder: Automate invoicing after opportunity closes, auto-email to clients.
3.26. HubSpot
• Workflow: Invoice creation automation upon deal stage change in CRM.
Benefits
4.2. Automation reduces invoicing errors and payment delays, improving cash flow.
4.3. Automated reminders increase payment collection rates, boosting revenue.
4.4. Automating the reconciliation process ensures financial records remain accurate and up-to-date.
4.5. Automation delivers consistent, professional communication to clients.
4.6. Automating entire membership invoicing lifecycle allows scalable class and member management.