SaaS Mode

SaaS Subscription Billing Should Continue Invoicing/Attempting Payment for All Future Cycles After a Single Failed/Missed Payment
The current billing behavior for Agency SaaS subscriptions halts all subsequent invoicing and payment attempts immediately following a single failed or missed monthly payment. When a client resolves the single outstanding missed invoice (e.g., paying November's invoice on December 9th), the system recognizes the account as "current" but fails to generate or process invoices for any intervening missed months (e.g., December's payment, which was already due). Example: * November 1: Payment failed (Card expired). * December 1: The system DID NOT generate an invoice or attempt payment for the December subscription fee. * December 9: The user paid the outstanding November invoice. * Result: The system marks November as paid, but December's invoice is permanently skipped. The system then reverts to the original schedule, sending the next invoice on January 1st. This behavior results in immediate revenue loss for the Agency and requires manual reconciliation and invoicing for every missed month, undermining the core function of automated SaaS billing. Intended Behavior: The system must operate with a cumulative billing logic standard for all subscription platforms: Maintain Schedule: All future scheduled subscription invoices must continue to be generated and added to the client's ledger, regardless of the status of previous invoices. Cumulative Payment Attempts: Once the client resolves any single past-due invoice, the system should immediately generate and/or process all subsequently due, but unpaid, monthly invoices. Correct Status: If a client is one month behind, the system should show two invoices due: the immediate past month (e.g., November) and the current month (e.g., December).
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SaaS Mode now works with Stripe, NMI, Authorize.net and Square.
This new feature seems pointless at the moment. It says you can manage Saas products & subscriptions but you cant. I followed this setup process and created the new saas product inside the agency sub-account. But the following issues/improvements need to be in place asap for this feature to be worth it. When inside the agency sub-account and applying the saas subscription to the contact (inside payments tab)... The "saas" subscription does not apply any saas settings or saas plan to the sub account that the contact is related to. Therefore any rebilling settings is also not being applied. When applying the saas subscription from the sub account level it should automatically active saas mode and update the sub account information the exact same way it does when applying from the agency level. Also if you apply the saas plan from the agency level, you cannot schedule this for a future date and only option is to charge immediately. This also would be a great fix and better improvement to the feature. As we dont charge upon account creation and only charge on a certain day of the month. Being able to schedule saas mode plans for a future date will be a game changer for us. Also separately i great improvement to the subscriptions would be to enable pro-rate charges the same way Stripe does. This will allow us to chose a specific recuring billing date but charge a pro-rate amount for any usage before the billing date comes. Hopefully this makes sense.
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