Stride

Apply the verified retry, suspension, cancellation and reactivation rules for unpaid customer invoices without overriding automated billing logic.

Handle Unpaid Invoices, Suspension, Cancellation and Reactivation

Jean-Charles

Everything related to unpaid invoices, payment methods, health check and the unpaid workflow

Billing and Payments

Review a possible suspension using the weekly Unpaid Masterfile refresh and the account's Plan & Billing page, then record the decision and customer communication.

Review and Communicate an Account Suspension

How to deal with accounts that have 3 unpaid invoices 

Third unpaid invoice and suspension

Schedule the approved cancellation or check payment to restore the account.

Authorize Cancellation or Support Reactivation

What are the conditions for cancelling a subscription for payment default. What are the requirements to reactive an account with unpaid invoices

Cancellation or reactivation after unpaids

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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