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Billing Management

Process recurring billing including charge attempts, failed payments, and invoice generation

Complexity: Moderate | Duration: 5-15m | Category: Operations/Process

Tags: billing payments invoicing dunning revenue

Workflow Diagram​

Steps​

Step 1: Billing queue​

Agent: billing

specialist - Identify subscriptions due for billing

Step 2: Payment processing​

Agent: payment

processor - Attempt charge on stored payment method

Step 3: Success handling​

Agent: billing

specialist - Generate invoice and send receipt

Step 4: Failed payment​

Agent: billing

specialist - Tag account and send payment failure notice

Step 5: Retry schedule​

Agent: payment

processor - Set up automatic retry attempts

Step 6: Dunning communication​

Agent: customer

success - Send escalating payment reminders

Step 7: Grace period​

Agent: billing

specialist - Maintain access during grace period

Step 8: Cancellation​

Agent: billing

specialist - Cancel subscription after final retry fails

Step 9: Reporting​

Agent: accountant

Generate billing reports and revenue recognition

Usage​

To execute this workflow:

/workflow operations/process/billing-management.workflow

See other workflows in this category for related automation patterns.