Billing & revenue

Bring the payment lifecycle into focus.

A new enrollment is not the same as collected revenue. Keep recurring charges, account balances, invoices, and follow-up visible so your team knows what has happened and what still needs attention.

Compare availability See it in practice

Thoughtful tools. More connected relationships.

Connect recurring billing.

Manage billing activity and renewals alongside the memberships and accounts they belong to.

See what needs attention.

Distinguish paid transactions from pending balances and failed-payment recovery work.

Follow the financial record.

Use transaction history, invoices, revenue reporting, and the recovery tools available at your operating level.

Illustrative workflow / Not customer results

A recurring charge needs follow-up.

An example of how your team could use billing & revenue in Avlo.

01
Review a failed payment and the account it belongs to.
02
Use configured recovery workflows and communication to manage the next steps.
03
Confirm the resulting transaction status rather than treating a reminder as a payment.

What you can follow

Make the activity visible.

Review collected payments, pending balances, failed-payment activity, upcoming renewals, and recurring-revenue reporting.

Before you launch

Know what is involved.

Payment processing requires a configured gateway and verified billing setup. Recovery communication requires working providers and workflows. Avlo does not guarantee payment collection or revenue growth.

Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.

Review plans and requirements

Better connected

One part of
a bigger platform.

Connect this capability with the rest of your client experience. You don't have to begin with a membership program.

Automations

Build event-driven journeys with conditions, waits, messages, actions, polls, and surveys.

Explore automations

Analytics & intelligence

Connect practice reporting with trade-area, population, provider, and competitive research.

Explore analytics & intelligence

Memberships & enrollment

Build recurring plans, define benefits and credits, and create branded enrollment experiences.

Explore memberships & enrollment

Your next chapter

Beautiful care.
Extraordinary potential.

Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.

Start with Avlo Talk to our team

Explore the right operating level for your practice. Features and setup vary.