billing-automation
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
About this skill
This skill empowers AI agents to seamlessly manage and automate complex billing processes. It covers the full lifecycle of subscription and usage-based billing, including setting up recurring payment schedules, generating professional invoices, and handling the critical aspects of dunning management for failed payments. The skill also expertly calculates prorated charges for plan changes, applies various tax regulations (sales tax, VAT, GST), and processes dynamic usage-based billing models. Designed to integrate with existing billing systems (implied), it ensures accuracy, efficiency, and compliance for businesses relying on automated financial operations, ultimately streamlining revenue collection and financial administration.
Best use case
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 across jurisdictions Processing usage-based billing for dynamic services Managing billing cycles and renewals automatically
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
Streamlined, accurate, and automated billing operations, leading to improved cash flow, reduced manual errors, enhanced customer satisfaction through timely and correct invoicing, and compliance with various tax regulations. The AI agent will efficiently manage subscriptions, recover failed payments, and handle complex pricing scenarios with minimal human intervention.
Practical example
Example input
Generate a new monthly subscription invoice for customer ID 'CUST123' for the 'Pro Plan' ($99/month), including 5% sales tax, effective from July 1st, 2026. Also, check for overdue payments and initiate dunning for customer 'CUST456' whose payment for the 'Basic Plan' failed yesterday.
Example output
Invoice 'INV-2026-07-001' for customer 'CUST123' ($103.95 total) successfully created and dispatched. Dunning sequence for customer 'CUST456' (overdue payment of $49 for Basic Plan) has been initiated; first reminder email scheduled for immediate dispatch and payment retry attempted.
When to use this skill
- When your AI agent needs to manage financial operations for subscription services, automate the entire billing workflow from customer onboarding to renewal, or ensure accurate tax calculation and dunning processes. Ideal for SaaS companies, e-commerce platforms, or any business with recurring revenue models that require robust and automated financial management.
When not to use this skill
- Do not use this skill if you only require simple, one-off invoice generation, manual billing processes, or if the billing task is extremely simple and does not involve recurring payments, complex tax rules, or dunning procedures. This skill is optimized for comprehensive, automated billing systems and would be overkill for basic, non-recurring financial tasks.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/billing-automation/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How billing-automation Compares
| Feature / Agent | billing-automation | Standard Approach |
|---|---|---|
| Platform Support | Claude | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | medium | N/A |
Frequently Asked Questions
What does this skill do?
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
Which AI agents support this skill?
This skill is designed for Claude.
How difficult is it to install?
The installation complexity is rated as medium. You can find the installation instructions above.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 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.
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