Purpose
1.2. Reduce manual administrative work, minimize payment errors, ensure timely and accurate billing, improve member retention with seamless financial flow, and integrate payment data into accounting systems.
Trigger Conditions
2.2. Recurring billing date reached (monthly, quarterly, yearly).
2.3. Payment failure or overdue event detected.
2.4. Subscription upgrade/downgrade request submitted.
2.5. Cancellation or membership pause initiated.
Platform Variants
• Feature/Setting: “Create Subscription” API; configure webhook for “invoice.payment_succeeded” and “invoice.payment_failed”.
3.2. PayPal
• Feature/Setting: “Subscriptions API” with webhooks for payment and cancellation events.
3.3. Square
• Feature/Setting: “Subscriptions API” for plan management; webhook for “subscription.updated”.
3.4. QuickBooks Online
• Feature/Setting: “Create Recurring Invoice” endpoint and “Receive Payment” trigger.
3.5. GoCardless
• Feature/Setting: “Create Mandate” and “Subscriptions API”; webhook for “payment_failed”.
3.6. Xero
• Feature/Setting: “Repeating Invoice” and “Payment” API; set up automatic payment reconciliation.
3.7. Zoho Subscriptions
• Feature/Setting: “Create Subscription” API endpoint; configure event-based triggers.
3.8. FreshBooks
• Feature/Setting: “Recurring Profiles” and “Auto-billing” configuration.
3.9. Chargebee
• Feature/Setting: “Create Subscription” and “Update Subscription” API; webhook for payment events.
3.10. Recurly
• Feature/Setting: “Subscriptions API” and “Push Notifications” for billing cycle status.
3.11. Braintree
• Feature/Setting: “Create Subscription” with “Plans API”; webhook for transaction updates.
3.12. WooCommerce Subscriptions
• Feature/Setting: “Add Subscription” endpoint; configure automated renewal.
3.13. Shopify
• Feature/Setting: “Billing API” for recurring charges and “Order Payment” webhook.
3.14. MemberPress
• Feature/Setting: “Subscriptions” module; set up automatic rebilling and hooks for failed transactions.
3.15. Wild Apricot
• Feature/Setting: “Recurring Membership Levels” and “Payment” settings; notify on failures.
3.16. Club OS
• Feature/Setting: “Membership Billing Automation” for scheduled invoices.
3.17. Mindbody
• Feature/Setting: “Autopay and Contracts” configuration, webhook for payment and renewal.
3.18. Zen Planner
• Feature/Setting: “Automated Billing” engine and “Payment Reminders” setup.
3.19. Glofox
• Feature/Setting: “Membership Payments” automation, alert for failed recurrences.
3.20. Auth.net (Authorize.Net)
• Feature/Setting: “Automated Recurring Billing (ARB)” API; configure response for status updates.
Benefits
4.2. Simplifies revenue tracking and improves financial accuracy.
4.3. Provides immediate alerts for payment issues, supporting proactive follow-up.
4.4. Frees staff from repetitive data entry and manual billing.
4.5. Enhances member experience with streamlined, predictable transactions.