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home / skills / eddiebe147 / claude-settings / billing-manager

billing-manager skill

/skills/billing-manager

This skill automates billing workflows for invoice generation, payment tracking, and subscription management, ensuring timely invoicing and proactive

npx playbooks add skill eddiebe147/claude-settings --skill billing-manager

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
1.4 KB
---
name: Billing Manager
slug: billing-manager
description: Manage billing operations including invoice generation, payment tracking, and subscription lifecycle
category: business
complexity: intermediate
version: "1.0.0"
author: "ID8Labs"
triggers:
  - "create invoice"
  - "billing cycle"
  - "manage subscriptions"
tags:
  - billing
  - invoicing
  - subscriptions
---

# Billing Manager

Take control of billing operations with workflows for invoice generation, payment tracking, and subscription management. Maintain healthy cash flow with timely invoicing and proactive collection.

## Core Workflows

### Workflow 1: Invoice Generation
1. **Gather Billables** - Collect billable items, hours, or usage
2. **Apply Pricing** - Calculate amounts based on rate cards
3. **Add Taxes** - Apply appropriate tax rates
4. **Generate Invoice** - Create professional invoice
5. **Track Status** - Monitor open, paid, overdue

### Workflow 2: Subscription Billing
1. **Setup** - Configure plan, billing cycle, terms
2. **Recurring Charges** - Process automatic billing
3. **Failed Payment Handling** - Retry logic and dunning
4. **Renewal Notices** - Send reminders

## Quick Reference

| Action | Command |
|--------|---------|
| Create invoice | "Generate invoice for [customer]" |
| Check status | "Show outstanding invoices" |
| Process subscription | "Bill [customer] subscription" |

Overview

This skill centralizes billing operations for businesses, handling invoice generation, payment tracking, and subscription lifecycle automation. It helps maintain cash flow by automating recurring charges, managing failed payments, and keeping billing records up to date. Designed for teams that need predictable invoicing and fewer manual billing errors.

How this skill works

The skill inspects billable items, rate cards, and customer records to compute charges, taxes, and totals, then generates professional invoices. It automates subscription setup, recurring charge processing, and implements retry/dunning logic for failed payments. Status tracking surfaces open, paid, and overdue invoices so you can prioritize collection and reconcile payments.

When to use it

  • Generate one-off invoices from time, usage, or line items
  • Automate monthly or annual subscription billing cycles
  • Track payment status and prioritize overdue accounts
  • Handle payment failures with retries and dunning notices
  • Send renewal reminders and manage subscription changes

Best practices

  • Standardize rate cards and tax rules to reduce calculation errors
  • Batch invoice runs for recurring billing to improve processing efficiency
  • Enable automated retries with clear escalation windows for failed payments
  • Keep invoice templates consistent and include payment instructions and due dates
  • Regularly reconcile payments and audit overdue accounts to reduce churn

Example use cases

  • Create and send invoices after project milestones or hourly engagements
  • Run end-of-month subscription billing for all recurring customers
  • Automatically retry failed credit card payments and notify customers
  • Send renewal reminders 30 and 7 days before subscription expiry
  • Produce reports of outstanding invoices for collections and cash forecasting

FAQ

Can it handle taxes and multiple rate tiers?

Yes. The skill applies configured tax rates and supports rate cards with tiers or usage-based pricing to calculate invoice totals.

What happens on failed payments?

It runs configured retry logic, issues dunning emails, and escalates according to preset rules to recover payment or suspend service.