Immediate or next renewal
Make the change now or schedule it for the next billing cycle.
Subscriptions
From the first trial to the next renewal, keep billing, customer communication and subscription changes connected. Give your team the tools to manage the relationship as it evolves.
Trials with a clear next step
Choose the trial duration and whether a card is required at signup. Before the first charge, your customer is always notified that the trial is moving into paid billing.
Customer notified.
Before billing begins.
A valid payment method is needed to collect the first payment.
Subscription lifecycle
Start a trial, adjust an active plan, pause billing or welcome a customer back. Each action belongs to a different moment in the subscription relationship.
Subscription activity
Customer communication
The customer receives a notice before the first charge. Billing begins when the trial ends, with a valid payment method in place. The subscription then follows its recurring cycle.
Upgrade or downgrade as the customer’s needs evolve. Choose when the change takes effect and apply prorations for changes within a billing period.
Make the change now or schedule it for the next billing cycle.
Account for a plan change within the current billing period.
Reduce involuntary churn
A customer may still want the service even when a payment fails. Keep eligible credentials current, recover payments that can be retried, and give customers a clear way to update their details.
Network Tokens maintain the network credential. Card Account Updater refreshes eligible saved card numbers and expiration dates.
IntelliTry schedules automatic retries using payment history, time of day and day-of-week signals.
How IntelliTry worksUse SMS or email notices to explain the next step. Customers can update payment information through the Customer Portal.
Customer communicationIntelliTry
A failed payment does not always mean a lost customer. IntelliTry schedules automatic retries for eligible subscription payments using payment history, time of day, days of the week and related payment context.
Bring previous payment activity into the retry decision.
Consider when the next automatic attempt should take place.
Follow unsuccessful charges, retry outcomes and recovered payments in the gateway.
Follow retry outcomes and recovered payments in the gateway. When a payment needs customer action, SMS or email notices and the Customer Portal help the customer provide updated details.
Communicate subscription events through SMS or email, including the notice before the first charge after a trial.
Let customers update their information and payment details through the Customer Portal.
Set up monthly or annual plans and service tiers. Create a subscription from the Virtual Terminal or a supported Payment Link, keeping the customer profile and future charges connected.
Review upcoming and previous charges, filter customer and plan records, and export the information your team needs.
Review active, trial, past-due and canceled subscriptions alongside recurring revenue, cancellations and recovered payments. Keep subscription activity and payment outcomes in the same operating picture.
Custom integration guidance
Our team can assess your workflow and scope a custom integration around your business systems and GYB Connect payment infrastructure.
Explore technical advisory & supportShow us your billing model. We’ll help you connect the subscription, the payment and the customer experience.
Available configurations, eligibility and service terms are confirmed in your proposal.