Billing automation

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.md for detailed patterns, checklists, and examples.

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.