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billing-automation

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Original

English
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Translation

Chinese

Billing Automation

自动化计费

Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
掌握自动化计费系统，包括定期计费、发票生成、催款管理、按比例计费以及税费计算。

Use this skill when

适用场景

  • 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
  • 实施SaaS订阅计费
  • 自动化发票生成与交付
  • 管理失败付款的追回（催款）
  • 计算套餐变更时的按比例收费
  • 处理销售税、增值税（VAT）和商品及服务税（GST）
  • 处理基于使用量的计费
  • 管理计费周期与续订

Do not use this skill when

不适用场景

  • 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
  • 仅需要一次性发票或手动计费
  • 任务与计费或订阅无关
  • 无法修改定价、套餐或计费流程

Instructions

操作指南

  • 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
    .
  • 定义套餐、定价、计费间隔以及按比例计费规则。
  • 梳理订阅生命周期状态以及续订/取消行为。
  • 实施发票开具、付款、重试以及催款工作流。
  • 根据不同地区构建税费模型并满足合规要求。
  • 通过沙箱付款进行验证并核对分类账输出。
  • 如果需要详细模板，请打开
    resources/implementation-playbook.md
    。

Safety

安全注意事项

  • Do not charge real customers in testing environments.
  • Verify tax handling and compliance obligations before production rollout.
  • 不要在测试环境中向真实客户收费。
  • 在上线前验证税费处理方式和合规义务。

Resources

资源

  • resources/implementation-playbook.md
    for detailed patterns, checklists, and examples.
  • resources/implementation-playbook.md
    ：包含详细模式、检查清单和示例。