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" |