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billing-automation

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

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name:billing-automationdescription:Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

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.