BI

billing-automation

Manages recurring billing cycles, including trial periods, tax calculations, and dunning processes.

Install

mkdir -p .claude/skills/billing-automation && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/136" && unzip -o skill.zip -d .claude/skills/billing-automation && rm skill.zip

Installs to .claude/skills/billing-automation

Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

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.
219 chars✓ has a “when” trigger
Intermediate

Key capabilities

  • Process SaaS subscription billing cycles
  • Automate invoice generation and delivery
  • Manage dunning and failed payment recovery
  • Calculate prorated charges for plan changes
  • Handle VAT, GST, and sales tax
  • Support usage-based billing logic

How it works

Uses a Python BillingEngine class to orchestrate lifecycle events, applying state machine transitions from trial to active or canceled, and calculating prorated balances.

Inputs & outputs

You give it
Subscription object, billing interval, customer plan data
You get back
Processed invoice, updated subscription state, dunning notification triggers

When to use billing-automation

  • Implementing recurring subscription billing
  • Automating invoice generation
  • Managing SaaS dunning cycles

About this skill

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.

When not to use it

  • Processing one-time B2C retail transactions
  • Building inventory-based ecommerce systems

Prerequisites

Python 3.xSubscription platform API credentials

Limitations

  • Requires mapping plan IDs manually
  • Not a substitute for a full payment processor (e.g., Stripe)

How it compares

Unlike a generic payment integration, this handles the full recurring lifecycle and complex state logic internally.

Compared to similar skills

billing-automation side by side with the closest alternatives in the catalog.

SkillInstallsUpdatedSafetyDifficulty
billing-automation (this skill)102moNo flagsIntermediate
plaid-fintech36moNo flagsAdvanced
kisautotrade-kis-api01moNo flagsIntermediate
fastapi-templates5202moNo flagsIntermediate

Try saying

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