Payments and BillingPurpose
1.2. Automate retries, contact, and guidance through payment resolution to maintain enrollment.
1.3. Maintain records for compliance and reporting; reduce manual intervention.
1.4. Enhance operational efficiency and student satisfaction by resolving billing issues promptly.
1.5. Integrate cross-channel notifications (email, SMS, chat) tailored to preferred contact methods.
Trigger Conditions
2.2. Invoice due date passes without successful payment.
2.3. Card on file expires, is declined, or flagged for suspected fraud.
2.4. Student-initiated update or retry attempt after failed payment.
Platform Variants
• Feature: Webhooks > "invoice.payment_failed".
• Setting: Configure endpoint to forward event data.
3.2. PayPal
• Feature: IPN (Instant Payment Notification).
• Setting: Listen for txn_type=“subscr_failed” or payment_status=“Failed”.
3.3. Square
• Feature: Webhooks > “payment.updated” with status=“FAILED”.
• Setting: Set notification URL in developer dashboard.
3.4. Authorize.Net
• Feature: Silent Post URL for payment failure events.
• Setting: Configure Transaction Response Notifications.
3.5. Braintree
• Feature: Webhooks > "subscription_charged_unsuccessfully".
• Setting: Define endpoint in control panel.
3.6. GoCardless
• Feature: Webhooks > “payment_failed”.
• Setting: Register URI in the GoCardless dashboard.
3.7. Chargebee
• Feature: Events API > “payment_failed”.
• Setting: Setup webhook endpoint for notifications.
3.8. Zoho Books
• Feature: Automation > “Payment Failure” triggers.
• Setting: Workflow configuration to send notification.
3.9. Xero
• Feature: Webhooks > “payment.failed”.
• Setting: Register webhook in app settings.
3.10. QuickBooks Online
• Feature: Apps Webhooks > “PaymentFailure”.
• Setting: Configure external notification rules.
3.11. Slack
• Feature: Incoming Webhooks.
• Setting: Push failed payment alerts to specific channel.
3.12. Microsoft Teams
• Feature: Incoming Webhook Connector.
• Setting: Post JSON card for payment failure event.
3.13. Gmail
• Feature: API sendMail.
• Setting: Auto-generate personalized email.
3.14. Outlook 365
• Feature: Microsoft Graph API send mail.
• Setting: Automated alert to billing admin.
3.15. Twilio SMS
• Feature: Messages > API Send Message.
• Setting: Push SMS to student on payment failure.
3.16. SendGrid
• Feature: API v3 Mail Send.
• Setting: Send transactional emails on failure.
3.17. WhatsApp Business
• Feature: Cloud API Send Message.
• Setting: Notify students via WhatsApp upon event.
3.18. Telegram
• Feature: Bot sendMessage API.
• Setting: Push notification to chat group.
3.19. Discord
• Feature: Incoming Webhook.
• Setting: Post failed payment to billing/admin channel.
3.20. HubSpot CRM
• Feature: Workflow Automation > Send Notification.
• Setting: Trigger CRM task/ticket for follow-up.
3.21. Salesforce
• Feature: Process Builder > workflow email alert.
• Setting: Assign failed payment case to support.
3.22. ActiveCampaign
• Feature: Automations > Send Email/SMS.
• Setting: Trigger customer journey for billing resolution.
3.23. Intercom
• Feature: Message API > Send outbound message.
• Setting: Live chat trigger for failed payment guidance.
3.24. Zendesk
• Feature: Trigger > Create ticket.
• Setting: Open support ticket on payment issue.
Benefits
4.2. Reduces staff workload and billing errors.
4.3. Improves student retention by enabling proactive outreach.
4.4. Ensures compliance with financial processes.
4.5. Centralizes communication and tracking across preferred channels.
4.6. Supports audit readiness through clear, automated payment failure logs.