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Billing Automation

Seth HobsonCommunityCreated by Seth Hobson

  • Skill
  • Workflow
  • Business and productivity
  • MIT
  • No issues found

From the author

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.
— the description by Seth Hobson

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

This skill provides a structured approach to implementing automated billing systems. It covers the core components required to manage subscription lifecycles, including trial periods, active states, and dunning management for failed payments. The framework includes logic for generating invoices, handling billing cycles, and calculating prorated charges for plan changes or seat adjustments.

What it does

  • Defines subscription states such as trial, active, past due, and canceled.
  • Automates the generation of invoices for recurring billing periods.
  • Implements dunning management workflows to handle failed payment recovery.
  • Calculates prorated charges for mid-cycle plan changes or seat modifications.
  • Supports various billing intervals including monthly, annual, and custom cycles.
  • Provides logic for advancing billing periods upon successful payment processing.

When to use it

  • When implementing subscription billing for SaaS products.
  • When automating the generation and delivery of customer invoices.
  • When setting up retry schedules and notifications for failed payments.
  • When managing complex billing scenarios like usage-based charges or prorated adjustments.

Advantages

  • Standardizes the subscription lifecycle and billing state transitions.
  • Reduces manual effort in invoice generation and payment processing.
  • Provides a clear pattern for handling payment failures through dunning.
  • Offers flexibility for different billing frequencies and plan structures.

Usage examples

“How do I initialize a new subscription with a 14-day trial?”
The agent provides code to instantiate a subscription object, set the trial duration, and define the billing cycle anchor.
“What is the process for handling a failed payment?”
The agent explains the dunning management workflow, including marking the subscription as past due and triggering recovery steps.

Install

  1. Download the skill as a ZIP:

    https://mp-staging.autogineer.com/agent-skills/wshobson/billing-automation/download
  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip billing-automation.zip -d .agents/skills

Documentation by Seth Hobson

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.

Files

Requirements and compatibility

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Needs: Needs Python

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Created by
Seth Hobson
Publisher
Seth Hobson (Community)
Source
wshobson/agents · plugins/payment-processing/skills/billing-automation · commit 4bde316
Licence
MIT License (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Seth Hobson.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download billing-automation.zip