billing-manager
Manage billing operations including invoice generation, payment tracking, and subscription lifecycle
When & Why to Use This Skill
The Billing Manager Claude skill streamlines essential financial workflows by automating invoice generation, payment tracking, and subscription lifecycle management. It is designed to help businesses maintain healthy cash flow through professional invoicing, automated recurring charges, and proactive collection strategies, reducing manual administrative overhead.
Use Cases
- Automated Invoice Generation: Efficiently create professional invoices by aggregating billable hours or usage, applying specific rate cards, and automatically calculating applicable taxes.
- Subscription Lifecycle Management: Configure and automate recurring billing cycles, manage plan terms, and handle renewal notices to ensure consistent revenue streams.
- Payment Recovery and Dunning: Implement automated logic for handling failed payments, including retry sequences and proactive notifications to minimize churn.
- Accounts Receivable Tracking: Monitor the real-time status of outstanding, paid, and overdue invoices to maintain clear visibility into business liquidity and collection performance.
| 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" |
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
- Gather Billables - Collect billable items, hours, or usage
- Apply Pricing - Calculate amounts based on rate cards
- Add Taxes - Apply appropriate tax rates
- Generate Invoice - Create professional invoice
- Track Status - Monitor open, paid, overdue
Workflow 2: Subscription Billing
- Setup - Configure plan, billing cycle, terms
- Recurring Charges - Process automatic billing
- Failed Payment Handling - Retry logic and dunning
- Renewal Notices - Send reminders
Quick Reference
| Action | Command |
|---|---|
| Create invoice | "Generate invoice for [customer]" |
| Check status | "Show outstanding invoices" |
| Process subscription | "Bill [customer] subscription" |