Billing Automation
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
Use this skill when
- •Implementing SaaS subscription billing
- •Automating invoice generation and delivery
- •Managing failed payment recovery (dunning)
- •Calculating prorated charges for plan changes
- •Handling sales tax, VAT, and GST
- •Processing usage-based billing
- •Managing billing cycles and renewals
Do not use this skill when
- •You only need a one-off invoice or manual billing
- •The task is unrelated to billing or subscriptions
- •You cannot change pricing, plans, or billing flows
Instructions
- •Define plans, pricing, billing intervals, and proration rules.
- •Map subscription lifecycle states and renewal/cancellation behavior.
- •Implement invoicing, payments, retries, and dunning workflows.
- •Model taxes and compliance requirements per region.
- •Validate with sandbox payments and reconcile ledger outputs.
- •If detailed templates are required, open
resources/implementation-playbook.md.
Safety
- •Do not charge real customers in testing environments.
- •Verify tax handling and compliance obligations before production rollout.
Resources
- •
resources/implementation-playbook.mdfor detailed patterns, checklists, and examples.
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