Recurring and package billing requires staff to manually track session balances, decide renewal type, build invoices, and chase payment across several disconnected tools.
An automated version watches package balances and renewal dates, issues the correct invoice type without a manual lookup, and follows up on overdue payments on its own. Payments are reconciled and session credits refreshed automatically once funds land.
The full workflow, from trigger to completion.
Fires when shows a client's session balance is low or a subscription renewal date arrives.
Confirms whether the client needs a renewal or a top-up and pulls the correct pricing.
Generates the invoice with the correct package or subscription line item automatically.
Emails the invoice and payment link to the client without manual drafting.
If the invoice remains unpaid past terms, the billing admin follows up personally with the client.
Matches the incoming payment to the invoice against the bank feed and closes it out.
Refreshes the client's remaining session balance the moment payment clears.
Posts a short billing status update to the coach's channel.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.