billing-automation

Automate subscription billing, invoicing, proration, dunning, and tax calculation.

1|Updated Aug 31, 2024
One-click install
npx skills add https://github.com/aRustyDev/dotfiles --skill billing-automation-arustydev
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: billing-automation
Source: https://github.com/aRustyDev/dotfiles/tree/main/.ai/plugins/payment-processing/skills/billing-automation
Command: npx skills add https://github.com/aRustyDev/dotfiles --skill billing-automation-arustydev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires stripe, reportlab, and includes references (resource) and assets (resource) components.

What problem does it solve?

This Skill streamlines the entire billing process, from recurring payments and invoicing to dunning management and tax calculation, reducing manual overhead and improving revenue recovery.

Core Features & Use Cases

  • Subscription Lifecycle: Manages trial, active, past-due, and canceled states.
  • Automated Invoicing & Dunning: Generates invoices and handles failed payment retries and notifications.
  • Proration & Tax Calculation: Accurately adjusts charges for plan changes and calculates taxes for various jurisdictions.
  • Use Case: Implement a SaaS billing system that automatically charges customers monthly, sends invoices, handles failed payments with smart retries, and prorates charges when users upgrade their plans mid-cycle.

Quick Start

Generate Python code for a ProrationCalculator to calculate charges for a user upgrading from a $10/month plan to a $20/month plan halfway through their billing cycle.

Frequently Asked Questions about billing-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate subscription billing and invoicing for recurring payments?

Automate subscription billing by managing subscription lifecycle states, generating invoices automatically, and processing recurring charges on defined cycles. This Skill handles monthly, annual, quarterly, weekly, and custom billing periods while tracking trial, active, past-due, and canceled states to streamline the entire payment collection workflow.

How does proration work when customers upgrade mid-cycle?

Proration adjusts charges proportionally based on the remaining days in the billing cycle. When a customer upgrades from a lower to higher plan mid-cycle, the system calculates the difference between plans, credits the unused portion of the old plan, and charges only for the time on the new plan, ensuring accurate mid-cycle transitions.

Can I handle failed payments and retry logic automatically?

Yes. Dunning workflows automate failed payment recovery by triggering retry attempts with configurable notification sequences. The system retries declined payments according to your schedule and sends customer notifications, helping recover revenue while maintaining a professional payment experience.

How do I calculate and apply taxes across different jurisdictions?

Tax calculation handles VAT and GST across multiple jurisdictions automatically. The system computes taxes based on customer location and plan type, applies them to invoices, and ensures compliance with regional tax requirements without manual intervention.

What SaaS billing scenarios does this handle?

This Skill supports SaaS and usage-based billing models with subscription lifecycle management, multi-cycle billing, proration, dunning, and tax calculation. It manages the complete customer journey from trial through active subscription to cancellation, handling plan changes and payment failures throughout.

Does this work with Stripe for payment processing?

Yes. This Skill integrates with Stripe as a core dependency for payment processing. It leverages Stripe's infrastructure to process charges, handle payment methods, and manage transaction details while automating the invoicing and dunning logic on top.