rootcastleco Billing Automation
Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
Use this skill when
- 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
Do not use this skill when
- You only need a one-off invoice or manual billing
- The task is unrelated to billing or subscriptions
- You cannot change pricing, plans, or billing flows
Instructions
- Define plans, pricing, billing intervals, and proration rules.
- Map subscription lifecycle states and renewal/cancellation behavior.
- Implement invoicing, payments, retries, and dunning workflows.
- Model taxes and compliance requirements per region.
- Validate with sandbox payments and reconcile ledger outputs.
- If detailed templates are required, open
resources/implementation-playbook.md.
Safety
- Do not charge real customers in testing environments.
- Verify tax handling and compliance obligations before production rollout.
Resources
resources/implementation-playbook.mdfor detailed patterns, checklists, and examples.
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