majiayu000 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" |