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"