Subscription lifecycle changes

Zoho Billing follows each subscription through signup, upgrades, downgrades, pauses, and cancellations. A Beam agent waits for a plan-change event, reads the customer and plan records, and applies your approved rule for proration, effective dates, and entitlement updates. It then updates the subscription and records the change for finance. Downgrades that break contract terms, cancellations inside a committed period, or changes with unusual credit amounts are handed to a person, who confirms the commercial terms before the agent finalizes anything that affects what the customer is charged in the next cycle.

Failed charge recovery

Zoho Billing retries declined payments and works dunning sequences. A Beam agent reads the list of failed charges, applies your approved rule for retry timing and customer messaging, and updates each invoice with the next attempt or dunning step. It notifies account owners when a balance stays unpaid past your threshold. High-value accounts, repeated failures, or cases where a customer disputes the charge are handed to a person, who decides whether to extend terms, pause service, or escalate to collections rather than letting the automated sequence simply run to its end.

Invoice issuing

Zoho Billing produces invoices from subscription and usage data on each billing cycle. A Beam agent reads the pending line items, applies your approved rule for taxes, discounts, and grouping, and prepares the invoice record for the account. It then updates status and messages the customer through your connected channel where permissions allow. Invoices with negative totals, unexpected usage spikes, or missing tax details are held for a human, who checks the figures and corrects the underlying record before the document is finalized and shared with the customer.