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
- Gather Billables - Collect billable items, hours, or usage
- Apply Pricing - Calculate amounts based on rate cards
- Add Taxes - Apply appropriate tax rates
- Generate Invoice - Create professional invoice
- Track Status - Monitor open, paid, overdue
Workflow 2: Subscription Billing
- Setup - Configure plan, billing cycle, terms
- Recurring Charges - Process automatic billing
- Failed Payment Handling - Retry logic and dunning
- Renewal Notices - Send reminders
Quick Reference
| Action | Command |
|---|---|
| Create invoice | "Generate invoice for [customer]" |
| Check status | "Show outstanding invoices" |
| Process subscription | "Bill [customer] subscription" |