Payment and InvoicingPurpose
1.2. Ensure all price updates due to inflation, promotions, or contractual renewal are enforced on scheduled billing cycles.
1.3. Synchronize charge adjustments across invoicing, payment collection, inventory records, and customer communication systems.
1.4. Reduce manual work, costs, and error risk in adjusting ongoing rent agreements and payment reminders.
Trigger Conditions
2.2. Detection of a contract milestone (e.g., renewal date, rate change event).
2.3. Regulatory inflation update requirement.
2.4. Customer-requested plan change.
2.5. Batch file upload of updated pricing.
2.6. API request from CRM or ERP.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use "Process Builder" or "Flow" to trigger a rent adjustment; integrate with Pricebook and Contract objects.
• Sample: Configure ‘Contract Renewal’ flow → update related Subscription Charges.
3.2. QuickBooks Online
• Feature/Setting: "Recurring Invoice" API; patch invoice item with new price via `/v3/company/:company_id/invoice`.
• Sample: Use PATCH to update recurring charge line item.
3.3. Zoho Books
• Feature/Setting: "Subscriptions" API; adjust subscription charge with `updateSubscription`.
• Sample: API call to edit subscription fee field.
3.4. Stripe
• Feature/Setting: Subscription item update endpoint `POST /v1/subscription_items/:id`.
• Sample: Adjust price_id in active subscriptions.
3.5. Xero
• Feature/Setting: "Invoices" API; update invoices via `PUT /api.xro/2.0/Invoices`.
• Sample: Modify repeating invoices' amount field.
3.6. SAP S/4HANA
• Feature/Setting: "Sales Contract Management" module; automate via SAP Cloud Platform API.
• Sample: Configure workflow for periodic price update.
3.7. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow triggering "Contracts" entity update.
• Sample: Flow to patch recurring invoice in Finance module.
3.8. Oracle NetSuite
• Feature/Setting: "SuiteScript" for contract price update automation.
• Sample: Script to adjust prices in "Recurring Billing" records.
3.9. FreshBooks
• Feature/Setting: Recurring invoice update API `/recurring_profiles/{id}`.
• Sample: PATCH endpoint to modify next billing amount.
3.10. Intuit Payments
• Feature/Setting: Use invoice-update API for recurring payment.
• Sample: API trigger upon rent review.
3.11. Recurly
• Feature/Setting: Subscription modification endpoint `PUT /subscriptions/:uuid`.
• Sample: Alter subscription charge in API call.
3.12. Square
• Feature/Setting: "Subscriptions API;" update plan via `UpdateSubscription`.
• Sample: Set new price in plan revision.
3.13. PayPal
• Feature/Setting: "Subscriptions API" update — PATCH `/v1/billing/subscriptions/{id}`.
• Sample: Adjust plan billing_price.
3.14. Chargebee
• Feature/Setting: Subscription update REST API `/subscriptions/{id}`.
• Sample: Pass JSON with new recurring amount.
3.15. Sage Intacct
• Feature/Setting: "Contracts" API update; automation workflow in contracts module.
• Sample: Bulk-edit contract pricing.
3.16. HubSpot
• Feature/Setting: Custom workflow; update deal or subscription object with new value.
• Sample: Workflow to update 'Recurring Revenue' on contract change.
3.17. Mailchimp
• Feature/Setting: Automated transactional email with dynamic data block.
• Sample: Notify customer with price change using Automation API.
3.18. Google Sheets
• Feature/Setting: Google Apps Script to update rent value cell in contract overview.
• Sample: Trigger script on schedule to revise charge rows.
3.19. Airtable
• Feature/Setting: Automation to adjust ‘Price per Period’ in table; trigger on scheduled script.
• Sample: Scripted record update.
3.20. Twilio
• Feature/Setting: Programmatic SMS alert; use "Messages" API to notify customers of pricing change.
• Sample: Automated SMS with updated amount.
3.21. Intercom
• Feature/Setting: In-app message triggered by data change webhook.
• Sample: Notify customer of forthcoming price adjustment.
3.22. DocuSign
• Feature/Setting: Template-based contract update; trigger via API upon amendment.
• Sample: Send updated billing addendum for customer e-signature.
3.23. Slack
• Feature/Setting: Workflow integration to alert internal staff of contract pricing edits.
• Sample: Automated channel alert post-adjustment.
3.24. Zapier
• Feature/Setting: Multi-app automation connecting invoicing, CRM, and messaging platforms triggered by rent review event.
• Sample: Workflow to synchronize price updates across systems.
Benefits
4.2. Delivers proactive customer communication on billing changes
4.3. Reduces human error and compliance risks
4.4. Scales recurring adjustments as the rental base grows
4.5. Streamlines finance, sales, and support coordination