Billing & subscriptions
Recurring revenue, collections, payment failures and renewal risk connected to the CRM.
ClientPlanBillingRenewal / action
Daniel Brooksdaniel.b@example.comPOL Driver Complete£99/monthactiveAuto collection2027-04-06Collect missing records
Sara Maliksara.m@example.comPOL Driver MTD£79/monthactiveAuto collection2027-04-06Resolve 4 bookkeeping items
Maya Rahmanmaya.r@example.comPOL Driver MTD£79/monthactiveAuto collection2027-04-06Connect HMRC
Imran Shahimran.s@example.comPOL Driver Complete£99/monthactiveAuto collection2027-04-06Client approval
Alex Turneralex.t@example.comPOL Driver MTD£79/monthactiveAuto collection2027-04-06No action
Naveed Khannaveed.k@example.comPOL Driver Complete£99/monthactiveAuto collection2026-09-01Renew annual engagement
Chris Evanschris.e@example.comPOL Driver MTD£79/monthpast dueRecovery required2026-09-12Recovery call
Stripe events → POL workflow
invoice.paidBilling active · activity logged
invoice.payment_failedPast due · churn risk ↑ · recovery task
customer.subscription.updatedPlan/value sync to CRM
customer.subscription.deletedCancelled · retention task