Real-World Example
At month end, the platform sends DFA donation reporting and partner billing reports. Separately, weekly platform and Additional Hosted Account charges are collected on their own weekly billing days. If a payment fails, the recovery schedule keeps one combined balance for that creditor.
Visual Flow
How It Should Work
- It should bill Additional Hosted Accounts weekly on the weekday established when those accounts are uploaded.
- It should add new weekly charges to an existing unresolved balance instead of charging them separately.
- It should process scheduled credit-card recovery attempts and notice-only ACH events without overlap.
- It should keep billing attempts and report delivery traceable.
- It should avoid overlapping scheduled billing work.
How It Should Not Work
- It should not bill the wrong creditor or subscription.
- It should not send partner or donation reports with incomplete reporting windows.
- It should not ignore failed platform billing records.
- It should not run the older separate Additional Hosted Account retry process.
- It should not create an automatic payment attempt for ACH.
Last modified on August 6, 2026
