Recurring billing setup for wholesale clients

Purpose

1.1. Automates recurring billing workflows for wholesale clients in the glass block supplier sector.
1.2. Removes manual invoice creation, payment reminders, and reconciliation, automating the entire finance and administration process.
1.3. Ensures accurate, automated billing cycles, reduces late payments, and streamlines accounting.
1.4. Supports custom billing plans per client, automates discounts, taxes, and transaction tracking.
1.5. Integrates with inventory, order management, and CRM to automate full financial lifecycle.

Trigger Conditions

2.1. Automated invoice due date reached for wholesale account.
2.2. Automated order fulfillment status updated to "complete."
2.3. Automated confirmation of delivery triggers billing cycle.
2.4. Automated CRM tag applied (e.g., “Wholesale recurring”).
2.5. Automated contract renewal date for wholesale customers.

Platform Variants

3.1. Stripe
• Feature/Setting: Automate Recurring Billing API — billing schedules, customer subscriptions, and webhook triggers.
3.2. QuickBooks Online
• Feature/Setting: Automate Recurring Sales Receipts — auto-invoices, payment receive automation, API: `CreateRecurringTransaction`.
3.3. Xero
• Feature/Setting: Automate Repeating Invoices — schedule, template setup via API: `POST /invoices`.
3.4. Zoho Books
• Feature/Setting: Automate Recurring Invoices, auto-payment reminders, `RecurringInvoice` API endpoint.
3.5. Chargebee
• Feature/Setting: Automate Subscription Invoicing — API: `Create Subscription`, configure billing rules.
3.6. Square
• Feature/Setting: Automate Recurring Payments via Square Invoices, `Invoices.CreateInvoice` API.
3.7. Freshbooks
• Feature/Setting: Automate Recurring Templates, automated payment links, Invoices API endpoint.
3.8. Braintree
• Feature/Setting: Automate Subscription Billing, webhooks for cycle automation, `Subscription API`.
3.9. SAP Business One
• Feature/Setting: Automate Billing Schedules, recurring financial document automation (`Service Layer API`).
3.10. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automate Recurring Sales Invoices using `Recurring Sales Lines` feature.
3.11. Netsuite
• Feature/Setting: Automate Subscription Billing, Advanced Revenue Management automation tools.
3.12. Intuit Payments
• Feature/Setting: Automate Scheduled Invoicing, payment reconciliation automation with `Scheduled Payments API`.
3.13. Plaid
• Feature/Setting: Automated bank reconciliation, webhook triggers on payment received.
3.14. Salesforce CPQ
• Feature/Setting: Automate Recurring Billing Rules, usage-based automation with `Subscription Management API.`
3.15. Sage Intacct
• Feature/Setting: Automate Recurring AR Invoices, auto-collections, `RecurringBillingEntry` API.
3.16. PayPal
• Feature/Setting: Automate Subscription Payments, `v2/billing/subscriptions` API automation.
3.17. Bill.com
• Feature/Setting: Automate Invoice Scheduling, recurring payables via API.
3.18. GoCardless
• Feature/Setting: Automate Direct Debit Setup and Recurring Collection via API.
3.19. Oracle Cloud ERP
• Feature/Setting: Automated Recurring Billing Rules, contract invoicing automation.
3.20. WooCommerce Subscriptions (for e-commerce sites)
• Feature/Setting: Automate Subscription Renewal, email reminders, REST API hooks.

Benefits

4.1. Automatedly decreases manual effort in billing and collection for wholesale customers.
4.2. Enables automators to reduce errors through rule-based, automated invoice cycles.
4.3. Automated notifications for overdue payments and expiring subscriptions.
4.4. Automatedly improves cash flow predictability and financial forecasting.
4.5. Supports compliance by automating tax application and record keeping.
4.6. Automates integration with inventory and shipping for end-to-end process automation.
4.7. Facilitates automating customer communication regarding billing and payments.
4.8. Reduces administrative costs through automating routine finance operations.