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UPI AutoPay · Recurring collections

Recurring Fees.
Collected on Autopilot.

Clients authorize a UPI AutoPay e-mandate once. Your firm collects on schedule, without the monthly chase.

Claim Your Free Demo See mandate story
e-Mandate once Scheduled debit Desk visibility

UPI AutoPay

₹5,000

Monthly retainer

Mandate status ACTIVE
Next payment15 Sep
EndUntil cancelled
  1. Mandate Created
  2. Authorized
  3. Scheduled
  4. Payment Collected
  5. Success
Next debit · 15 Sep
₹5,000 · Monthly
Scroll

UI product demonstration

Mandate story in 10 seconds.

Watch how one approval can serve the client, the CA firm and the company. Demo UI only, not a timing claim.

Enter customer details

Capture who the recurring fee belongs to before you define amount and schedule.

0.0s / 10s
01 / 03 · Client

UPI AutoPay

Live

Authorize Mandate

Professional Services

₹5,000 / mo

FrequencyMonthly
Next debit15 Sep

Client benefit

Authorize once.
Pay without the monthly chase.

Your client approves the UPI AutoPay e-mandate one time, then scheduled fees stay clear and convenient.

One-time authorization, not monthly friction
Clear amount, frequency & next debit date
No repeated UPI requests every cycle

CA Cloud Desk

Desk

Collection Desk

This month collected

₹6.4L

Active mandates148
Pending follow-ups↓ Low
StatusOn track

CA firm benefit

Stop chasing.
Start collecting on schedule.

Once the client mandate is active, your team tracks status instead of sending the same reminder every month.

Fewer manual follow-ups & calls
Cleaner receivable visibility
Faster reconciliation into records

Business view

Sample

Recurring revenue

Predictable collections

82% ↑

Scheduled₹7.8L
Collected₹6.4L
Ops loadReduced

Company benefit

Predictable cashflow.
Scalable operations.

Mandate-based collections help the business grow recurring fee lines without growing collection chaos.

More predictable recurring revenue
Lower collection operations cost
Better client experience at scale

Client · CA firm · Company · 10s autoplay loop · Demo UI only

Stop chasing the same payment every month.

Recurring fees shouldn’t mean recurring follow-ups. Compare the old path with a mandate-based schedule.

Before · Manual

  1. Generate invoice
  2. Send reminder
  3. Call client
  4. Share UPI details
  5. Wait & follow up
  6. Reconcile manually

After · AutoPay

  1. Authorize mandate once
  2. Scheduled collection
  3. Payment update
  4. Clean reconciliation

Authorize once. Collect on schedule.

UPI AutoPay helps clients approve an e-mandate, then collections can follow the agreed schedule after authorization.

01 · Setup

Create recurring plan

Define amount, frequency and schedule for the professional fee before you send anything to the client.

  • Amount & frequency
  • Start date clarity
  • Ready for mandate request
Actual mandate execution, authorization requirements and applicable limits depend on the payment ecosystem, participating institutions and prevailing UPI rules.

Preview a recurring mandate.

A frontend-only configurator to visualize how a scheduled fee plan could look. No real payment processing.

Configure plan

UI demonstration only. No API calls. No money is moved.

Live preview

Sample mandate

₹5,000

CustomerCA Firm Subscription
FrequencyMonthly
Start15 Sep 2026
EndUntil Cancelled
AuthorizationClient approval required

Perfect for payments that repeat.

Designed for professional service billing cycles that benefit from a scheduled collection rhythm.

Monthly Professional Fees

Retainer-style billing on a predictable cadence.

Annual Software Renewals

Less friction in renewal season.

Retainer Agreements

Advisory retainers aligned to schedule.

Bookkeeping Fees

Recurring charges with clearer status.

Payroll Service Fees

Scheduled billing for payroll lines.

Compliance Packages

Bundled services on a repeating plan.

Advisory Subscriptions

Subscription-style advisory, on time.

Maintenance Charges

AMC-style collections with visibility.

A clearer calendar of collections.

Sample schedule of recurring fees across months. Demo data only.

Sep

15

₹5,000

Collected

Oct

15

₹5,000

Collected

Nov

15

₹5,000

Scheduled

Dec

15

₹5,000

Upcoming

Monthly retainer · Until cancelled · Sample view

Automation before and after every collection.

Designed to support configurable reminders and status updates around each scheduled cycle.

01

3 Days Before

Upcoming reminder

Notify clients before the scheduled collection date.

02

Payment Day

Mandate execution

Collection initiated as per the approved mandate.

03

Payment Success

Confirmation

Confirm success and update collection records.

04

Payment Failure

Follow-up notice

Designed to support configurable follow-up notifications.

05

Next Cycle

Automatically scheduled

Next collection stays on the agreed cadence.

See recurring revenue at a glance.

A sample recurring revenue dashboard. Figures are illustrative and not live transaction data.

Visual prototype · sample data

Active Mandates

0

Scheduled This Month

₹0

Collected

₹0

Pending

₹0

Successful Collections

0%

Sample monthly collections

Jul Aug Sep Oct Nov Dec
Payment mandate request
Review details
Authorize
Mandate active

Simple for your firm.
Convenient for your clients.

Clients approve once through a supported UPI experience. Your team keeps schedule and status visibility.

  • Reduced payment friction
  • Fewer repetitive payment requests
  • Clear payment schedules
  • Better client experience

Recurring doesn’t mean uncontrolled.

A UI concept for reviewing mandate status and schedule details. Advanced controls depend on final product integration.

StatusActive
Amount₹5,000
FrequencyMonthly
Next payment15 Sep 2026
Start date15 Jun 2026
CustomerProfessional Services Plan

UI concept. Actual pause, cancel and resume behaviour will follow the live payment integration.

Recurring collections inside your existing desk.

UPI AutoPay is designed to connect with Client Desk, billing and receipt workflows already familiar to CA Cloud Desk users.

  • Fits the same professional firm workflow
  • Clear link from invoice to mandate to receipt
  • Built for professional fee cycles

From client billing to collection.
Inside one workflow.

UPI AutoPay is designed to sit inside the CA Cloud Desk journey, from Client Desk through billing to payment status.

Client Desk Billing Invoice UPI AutoPay Collection Receipt Ledger / Payment Status

Trusted Platform

Empowering CAs across India with secure, efficient, and client-focused tools to enhance productivity and revenue.

Join hundreds of tax professionals revolutionizing their practice with CA Cloud Desk, including smarter recurring collections with UPI AutoPay.

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Active Users

+0%

Free Updates

CA Cloud Desk trusted platform illustration

Ready to modernize your collections?

Move from repetitive payment follow-ups to a smarter, mandate-based collection experience.

Claim Your Free Demo Talk to Our Team
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