skills/ wshobson/agents

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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SKILL.md

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Billing Automation

Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.

When to Use This Skill

  • 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

Core Concepts

1. Billing Cycles

Common Intervals:

  • Monthly (most common for SaaS)
  • Annual (discounted long-term)
  • Quarterly
  • Weekly
  • Custom (usage-based, per-seat)

2. Subscription States

trial → active → past_due → canceled
              → paused → resumed

3. Dunning Management

Automated process to recover failed payments through:

  • Retry schedules
  • Customer notifications
  • Grace periods
  • Account restrictions

4. Proration

Adjusting charges when:

  • Upgrading/downgrading mid-cycle
  • Adding/removing seats
  • Changing billing frequency

Quick Start

from billing import BillingEngine, Subscription

# Initialize billing engine
billing = BillingEngine()

# Create subscription
subscription = billing.create_subscription(
    customer_id="cus_123",
    plan_id="plan_pro_monthly",
    billing_cycle_anchor=datetime.now(),
    trial_days=14
)

# Process billing cycle
billing.process_billing_cycle(subscription.id)

Detailed patterns and worked examples

Detailed pattern documentation lives in references/details.md. Read that file when the navigation tier above is insufficient.

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