| name | bosskuai-saas-billing-ops |
| description | Use this for SaaS subscription lifecycle, invoices, failed payments, dunning, tax/receipt flows, plan changes, entitlement gating, and billing operations. |
Bosskuai Saas Billing Ops
Use this for SaaS subscription lifecycle, invoices, failed payments, dunning, tax/receipt flows, plan changes, entitlement gating, and billing operations.
Fast Path
- Map lifecycle: trial, active, past_due, cancelled, refunded, grace period.
- Separate payment state from entitlement state.
- Handle webhook idempotency, retry, reconciliation, and manual support recovery.
- Define invoice/receipt/tax fields before launch.
Default Checks
- Map lifecycle: trial, active, past_due, cancelled, refunded, grace period.
- Separate payment state from entitlement state.
- Handle webhook idempotency, retry, reconciliation, and manual support recovery.
- Define invoice/receipt/tax fields before launch.
- Verify cancellation, failed payment, plan change, and refund edge cases.
When To Open The Playbook
Open ../../references/playbooks/bosskuai-saas-billing-ops-playbook.md only when the task needs detailed workflow, implementation examples, or release-grade depth.
Output Quality
- Start with the verdict or action.
- Separate confirmed facts, assumptions, and risks.
- Include exact files, commands, tests, metrics, or rollback triggers when relevant.
- Do not claim legal, security, or cost certainty without evidence.
References
../../references/playbooks/bosskuai-saas-billing-ops-playbook.md../../references/checklists/saas-billing-ops-checklist.md
