Infusionsoft Cookbook – Chapter 4.5 – Collecting Failed Automated Billing Attempts

When using payment plans or selling subscriptions, it is critical to have a failed billing recovery process in place to ensure that money isn’t slipping through the cracks. Infusionsoft has billing triggers available that can automate based on a failed payment attempt to streamline this process.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.