billing-automation

name: billing-automation description: Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation. risk: safe source: community date_added: '2026-02-27' category: general

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.

When to Use

Use this skill when you need to perform operations related to billing-automation.