Subscription Billing Questions
Find answers about managing recurring charges, automated renewals, and billing workflows for your SaaS business.
When a payment fails, our system automatically schedules retry attempts across 3-5 days using smart timing to improve success rates. We send your customers a notification when each attempt happens, so they're not surprised by charges. If all retries fail, we trigger your dunning workflow—usually a courtesy message and a chance for them to update their payment method before the subscription lapses.
We handle credit and debit cards (Visa, Mastercard, American Express), bank transfers via ACH, and direct bank payments. Each customer can save multiple payment methods to their account, and they can choose which one to use for their next renewal. We also support international cards if you're billing customers outside Canada.
Yes. You can set monthly, quarterly, or annual cycles, and each subscription renews on its own anniversary date. Some customers need staggered renewal dates across their user base—we handle that. You can also run one-time manual invoices outside the regular schedule if you need to adjust a customer's billing.
Invoices are generated automatically a few days before the renewal charge is processed—that way your customer sees the invoice before we actually bill them. We send invoices by email and make them available in the customer portal. You can customize the invoice layout with your logo, terms, and payment instructions, and choose whether to include line-item details or keep it simple.
We track GST/HST requirements and calculate the right tax based on your customer's location. Our billing reports break down taxable and non-taxable revenue, which makes it easier to file your returns. For detailed compliance advice specific to your situation, you'll want to talk to an accountant, but our system gives you the data you need.
You get a dashboard showing monthly recurring revenue (MRR), churn rate, renewal success rate, and failed payment volume. You can see which customers are at risk of lapsing based on payment history, and drill down into individual accounts to see their billing timeline. These reports update daily, so you can spot trends early and take action.
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