Setup Recurring Payment Collection Schedule in Salesforce

Unaric Payments lets you create automated, recurring payment schedules within Salesforce using the Payment Schedule object.

These schedules are linked to an “In Force” Authorisation and define when and how often payments are collected.

Whether for subscriptions, tuition, or installment plans, Unaric Payments eliminates the need for external billing tools.

Configure schedules to run daily, weekly or monthly to match your billing model.

Each payment created by the schedule is generated as a new Payment record, using the stored payment method from the Authorisation. Start and end dates, amounts, and frequency can all be set and adjusted inside Salesforce - no code required.

Combine Payment Schedules with GoCardless Success+ to automatically retry failed payments using intelligent timing.

You can control retry behavior per payment and exclude individual transactions from retries when needed. This helps reduce involuntary churn and manual intervention, improving revenue reliability and customer satisfaction.

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Each scheduled payment is fully traceable, with PSP status updates, retry attempts, and metadata stored in Salesforce.

You can report on upcoming collections, monitor payment outcomes, and trigger custom follow-up actions using Flows or Apex.

With Unaric Payments, recurring billing is not only automated - it’s fully auditable and integrated into your CRM.