Billing Automation

功能

• Automated recurring payment processing
• Subscription lifecycle management (trial, active, past_due, canceled)
• Dunning management for failed payments
• Proration calculation for mid-cycle changes
• Sales tax, VAT, and GST calculation

使用场景

• Implementing SaaS subscription billing systems
• Automating invoice generation and delivery
• Managing failed payment recovery and customer notifications
• Handling prorated charges for plan upgrades/downgrades

非目标

• Directly processing payments via external payment gateways (requires integration)
• Handling customer data storage and management (assumes external systems)
• Managing user interface or frontend implementation

工作流

1. Define billing cycles and subscription states
2. Generate invoices based on subscription plans and usage
3. Attempt payment processing for invoices
4. Initiate dunning process for failed payments
5. Calculate prorated charges for mid-cycle plan changes
6. Calculate applicable taxes based on customer location