Run scheduled agreement payments and handle failures
Runs agreement payments on their schedule via ACH or card, records and confirms each success to the trust subledger, and handles failures with a wait-and-notify retry path.
Trigger: A scheduled agreement payment becomes due.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Payment dueTrigger
Fires when a scheduled payment is due.
- 2Process ACH/cardAction
Charges the client’s method on file.
- 3Payment success?Logic
Branches on the processor result.
- 4Record paymentAction
Posts the payment to the subledger.
- 5Send confirmationMessage
Confirms the payment to the client.
- 6Wait 3 daysWait
Backoff window before re-notifying on failure.
- 7Payment-failed noticeMessage
Notifies the client a payment failed.
What it does for your team
Every due payment is attempted on time, every time
Successes are confirmed and posted to the trust subledger
Failures trigger a measured retry, not a missed payment
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Questions about this template
Runs agreement payments on their schedule via ACH or card, records and confirms each success to the trust subledger, and handles failures with a wait-and-notify retry path.
Run “Scheduled Agreement Payments” on your business
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