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Manage billing operations including invoice generation, payment tracking, and subscription lifecycle

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

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
triggers create invoice, billing cycle, manage subscriptions
tags billing, invoicing, subscriptions

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

  1. Gather Billables - Collect billable items, hours, or usage
  2. Apply Pricing - Calculate amounts based on rate cards
  3. Add Taxes - Apply appropriate tax rates
  4. Generate Invoice - Create professional invoice
  5. Track Status - Monitor open, paid, overdue

Workflow 2: Subscription Billing

  1. Setup - Configure plan, billing cycle, terms
  2. Recurring Charges - Process automatic billing
  3. Failed Payment Handling - Retry logic and dunning
  4. Renewal Notices - Send reminders

Quick Reference

Action Command
Create invoice "Generate invoice for [customer]"
Check status "Show outstanding invoices"
Process subscription "Bill [customer] subscription"