Plan changes and proration

Customers request upgrades, downgrades, and add-ons throughout a billing cycle. A Beam agent picks up the request from your support queue or portal, reads the current ProAbono subscription, and applies the plan change your finance team pre-approved, including proration where the account permits it. It then writes the updated terms back and notifies the customer of the new charge. When a change affects contract commitments or custom pricing, the agent leaves the subscription untouched and routes the case to a billing manager, with the details attached for a human decision rather than an assumption made on their behalf.

Dunning on failed charges

A declined payment starts a recovery sequence that many teams work by hand. Watching ProAbono for failed transactions, a Beam agent reads the invoice, the customer, and the retry history, then follows the dunning schedule your team approved: retrying the card, updating the invoice status, and messaging the customer to fix their details. Successful recoveries close the loop on their own. Repeated failures past the agreed threshold, disputed charges, or accounts marked as strategic get escalated to a person, who decides whether to pause service, offer terms, or write off the balance instead of the agent.

Subscription health records

Sales and support both need an accurate picture of who pays for what. A Beam agent keeps ProAbono customer records current by reading subscription state, invoices, and usage, then updating linked systems whenever a plan starts, renews, or cancels. Prompted by these events, it applies your tagging and segmentation rules so downstream reports stay trustworthy. Ambiguous cases, such as a mismatch between ProAbono and your CRM or a cancellation reason that needs interpretation, are handed to an account owner instead of guessed, with the conflicting fields shown side by side for a person to resolve.