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Customer Billing Ops

Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use when the user needs to help a customer, inspect subscription state, or manage revenue-impacting billing operations.

affaan-m on GitHub

Curated by PromptsEdge from a public repo · MIT license. All credit goes to the author.

What is this skill?

Use this skill for real customer operations, not generic payment API design.

When to use

  • Customer says billing is broken, they want a refund, or they cannot cancel
  • Investigating duplicate subscriptions, accidental charges, failed renewals, or churn risk
  • Reviewing plan mix, active subscriptions, yearly vs monthly conversion, or team-seat confusion
  • Creating or validating a billing portal flow
  • Auditing support complaints that touch subscriptions, invoices, refunds, or payment methods

The goal is to help the operator answer: who is this customer, what happened, what is the safest fix, and what follow-up should we send?

Preferred Tool Surface

  • Use connected billing tools such as Stripe first
  • Use email, GitHub, or issue trackers only as supporting evidence
  • Prefer hosted billing/customer portals over custom account-management code when the platform already provides the needed controls

Guardrails

  • Never expose secret keys, full card details, or unnecessary customer PII in the response
  • Do not refund blindly; first classify the issue
  • Distinguish among:
    • accidental duplicate purchase
    • deliberate multi-seat or team purchase
    • broken product / unmet value
    • failed or incomplete checkout
    • cancellation due to missing self-serve controls
  • For annual plans, team plans, and prorated states, verify the contract shape before taking action

Workflow

1. Identify the customer cleanly

Start from the strongest identifier available:

  • customer email
  • Stripe customer ID
  • subscription ID
  • invoice ID
  • GitHub username or support email if it is known to map back to billing

Return a concise identity summary:

  • customer
  • active subscriptions
  • canceled subscriptions
  • invoices
  • obvious anomalies such as duplicate active subscriptions

2. Classify the issue

Put the case into one bucket before acting:

CaseTypical action
Duplicate personal subscriptioncancel extras, consider refund
Real multi-seat/team intentpreserve seats, clarify billing model
Failed payment / incomplete checkoutrecover via portal or update payment method
Missing self-serve controlsprovide portal, cancellation path, or invoice access
Product failure or trust breakrefund, apologize, log product issue

3. Take the safest reversible action first

Preferred order:

  1. restore self-serve management
  2. fix duplicate or broken billing state
  3. refund only the affected charge or duplicate
  4. document the reason
  5. send a short customer follow-up

If the fix requires product work, separate:

  • customer remediation now
  • product bug / workflow gap for backlog

4. Check operator-side product gaps

If the customer pain comes from a missing operator surface, call it out explicitly. Common examples:

  • no billing portal
  • no usage/rate-limit visibility
  • no plan/seat explanation
  • no cancellation flow
  • no duplicate-subscription guard

Treat those as ECC or website follow-up items, not just support incidents.

5. Produce the operator handoff

End with:

  • customer state summary
  • action taken
  • revenue impact
  • follow-up text to send
  • product or backlog issue to create

Output Format

Use this structure:

text
CUSTOMER
- name / email
- relevant account identifiers

BILLING STATE
- active subscriptions
- invoice or renewal state
- anomalies

DECISION
- issue classification
- why this action is correct

ACTION TAKEN
- refund / cancel / portal / no-op

FOLLOW-UP
- short customer message

PRODUCT GAP
- what should be fixed in the product or website

Examples of Good Recommendations

  • "The right fix is a billing portal, not a custom dashboard yet"
  • "This looks like duplicate personal checkout, not a real team-seat purchase"
  • "Refund one duplicate charge, keep the remaining active subscription, then convert the customer to org billing later if needed"

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