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Payment Plan Automation

Payment Plan Payment

The Payment Plan Payment event triggers actions after a successful payment plan payment is processed. This is most commonly used for internal processes, to stop customer follow-up, and to send notifications.  This...

Upcoming Payment Plan Payment

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...

Payment Plan Payment Failed

The “Payment Plan failed payment” event triggers anytime any payment plan payment fails. This event will not trigger by failed subscription payments. This event trigger will run in conjunction with what...

Payment Plan Unpaid

The Payment Plan Unpaid event triggers after your customer’s payment fails and ALL the auto-charge attempts have also failed. At this point, the payment plan will be moved to an Unpaid/Cancelled status, triggering the Payment Plan...

Payment Plan Defaulted

The Payment Plan Defaulted event triggers when a customer’s payment has failed and you choose to mark the payment plan as Defaulted. Defaulted status closes out the payment plan and any outstanding...

Payment Plan Completed

The Payment Plan Completed event actions trigger after your customer’s payment plan has been paid in full. This is most commonly used for internal reporting and notifications, however, you could also send...

Payment Plan Resumed

The Payment Plan Resumed event triggers when a payment plan that is in “Unpaid” status is successfully resumed and returns to “Active” status. This can occur internally when you resume...