The Upcoming Payment Plan Payment event triggers actions 7 days prior to your customer billing on an active Payment Plan.
This is most commonly used for internal processes, or to trigger an email to send out from your CRM to let your customer know that they will be billed in the next 7 days.
Want to remind customers 3-4 days in advance of their payment date?
You’ll need to delay your followup in your CRM/Marketing Automation integration. Spiffy will trigger that automation/workflow 7 days in advance of the next payment. You would start that automation/workflow with a 3-4 day delay timer, to shorten the reminder time. We recommend sending a reminder 7 days before the payment to prevent refunds.
Not everyone will have a need for this specific automation, but we provide it as an option, as some of our users have shown interest in being able to run automation prior to a customer being billed for a payment plan payment.