Billing Automation
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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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Frontmatter — 2 properties
| name | billing-automation |
|---|---|
| description | 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. |
| 1 | --- |
| 2 | name: billing-automation |
| 3 | description: 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. |
| 4 | ---A5 — No allowed-tools declared — no way to tell what this skill may touch |
| 5 | |
| 6 | # Billing Automation |
| 7 | |
| 8 | Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation. |
| 9 | |
| 10 | ## When to Use This Skill |
| 11 | |
| 12 | - Implementing SaaS subscription billing |
| 13 | - Automating invoice generation and delivery |
| 14 | - Managing failed payment recovery (dunning) |
| 15 | - Calculating prorated charges for plan changes |
| 16 | - Handling sales tax, VAT, and GST |
| 17 | - Processing usage-based billing |
| 18 | - Managing billing cycles and renewals |
| 19 | |
| 20 | ## Core Concepts |
| 21 | |
| 22 | ### 1. Billing Cycles |
| 23 | |
| 24 | **Common Intervals:** |
| 25 | |
| 26 | - Monthly (most common for SaaS) |
| 27 | - Annual (discounted long-term) |
| 28 | - Quarterly |
| 29 | - Weekly |
| 30 | - Custom (usage-based, per-seat) |
| 31 | |
| 32 | ### 2. Subscription States |
| 33 | |
| 34 | ``` |
| 35 | trial → active → past_due → canceled |
| 36 | → paused → resumed |
| 37 | ``` |
| 38 | |
| 39 | ### 3. Dunning Management |
| 40 | |
| 41 | Automated process to recover failed payments through: |
| 42 | |
| 43 | - Retry schedules |
| 44 | - Customer notifications |
| 45 | - Grace periods |
| 46 | - Account restrictions |
| 47 | |
| 48 | ### 4. Proration |
| 49 | |
| 50 | Adjusting charges when: |
| 51 | |
| 52 | - Upgrading/downgrading mid-cycle |
| 53 | - Adding/removing seats |
| 54 | - Changing billing frequency |
| 55 | |
| 56 | ## Quick Start |
| 57 | |
| 58 | ```python |
| 59 | from billing import BillingEngine, Subscription |
| 60 | |
| 61 | # Initialize billing engine |
| 62 | billing = BillingEngine() |
| 63 | |
| 64 | # Create subscription |
| 65 | subscription = billing.create_subscription( |
| 66 | customer_id="cus_123", |
| 67 | plan_id="plan_pro_monthly", |
| 68 | billing_cycle_anchor=datetime.now(), |
| 69 | trial_days=14 |
| 70 | ) |
| 71 | |
| 72 | # Process billing cycle |
| 73 | billing.process_billing_cycle(subscription.id) |
| 74 | ``` |
| 75 | |
| 76 | ## Detailed patterns and worked examples |
| 77 | |
| 78 | Detailed pattern documentation lives in `references/details.md`. Read that file when the navigation tier above is insufficient. |
| 79 | |
| 80 |
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