How does automatic direct debit work in the Billing Platform?

Chasing payments after the fact is time-consuming and unpredictable. The Billing Platform turns the process around: as soon as an invoice is generated, the collection process starts automatically: on the right date and via the right payment method. No more manual payment requests, no more separate steps.

Starting automatically at the right moment

The system is fully integrated into Salesforce. The moment an invoice is created, the platform knows when and how the payment should be collected, and sets the collection in motion automatically. This is especially valuable for organisations with recurring revenue and subscriptions, where disciplined collection makes all the difference.

Multiple payment methods

Through the integration with Stripe, the platform supports credit card, SEPA direct debit and PayPal. Your customer pays in the way that suits them best, while all payment methods are managed securely within Salesforce, without you storing sensitive payment details yourself.

Smart retry logic

Not every collection succeeds on the first attempt. A card may have expired or an account may be temporarily short of funds. The platform includes intelligent retry logic that automatically retries failed payments at a sensible moment. Only when a case requires human attention does your team receive a notification. This prevents unnecessary involuntary churn: customers who drop off because of a purely technical payment failure.

Convenience for the customer, control for finance

The customer experiences convenience: paying happens automatically, in the familiar way. At the same time, your finance team retains full control and oversight. Dashboards show payment intents, successful and failed collections, and subscriptions without an active payment method.

A stable, predictable cash flow

Because collection is structured and automatic, your cash flow becomes more stable and easier to predict, with reliable reporting as a bonus. Automatic direct debit is part of the Pro licence of the Billing Platform. Schedule a demo to see it in action.