Setup Recurring Payment Collection Schedule in Salesforce
Use Salesforce-native schedules to automate recurring collections with full tracking, retry logic, and reporting.
Recurring Payments Made Easy
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.
Flexible Timing Options
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.
Automatic Failed Payment Recovery
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.
Audit and Reporting Ready
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.
See Unaric Payments in action
One of our payments experts will happily show you around. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into the payment challenges you’re facing now, and how Unaric Payments can help.
A follow up email with helpful details and documentation to help you make an informed decision.
