Auto-Collect Recurring Payments in Salesforce

Automate recurring billing in Salesforce using secure Authorisations and Payment Schedules for subscriptions, retainers, and more.

Built-In Recurring Logic

Unaric Payments enables seamless automation of recurring payments directly in Salesforce.

Using the Payment Schedule object, you can define recurring billing rules tied to Authorisation records.

Payments are then generated automatically according to your specified frequency and amount. Whether for subscriptions, retainers, or installment plans, this functionality reduces manual processing and improves cash flow consistency.

Retry Failed Payments

Minimize revenue leakage with intelligent retry logic for failed payments.

With GoCardless Success+ support, Unaric Payments leverages AI to find the best time to retry a failed Direct Debit, all while keeping your payment data in sync with Salesforce.

Success+ can be toggled per transaction or disabled selectively, offering granular control over your recovery workflows.

Secure Payment Authorisations

Recurring payments are always tied to a secure Authorisation record, which stores a tokenized payment method validated through your connected PSP.

This ensures that subsequent transactions require no customer intervention.

For cards and bank debits alike, once an Authorisation reaches “In Force” status, it becomes the anchor for future automated collections across your revenue cycle.

Customisable Billing Models

Every recurring setup is customizable - choose billing intervals, amounts, and payment methods, or integrate with your existing Salesforce objects.

You can even assign different Merchant Groups to recurring transactions to settle funds across multiple entities or currencies.

Unaric Payments ensures flexibility for business models of all types, from SaaS to multi-property real estate to franchise networks.