Recurring Billing Setup Plan
Move from manual invoices to repeating billing.
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Plan recurring billing for my business. Services and pricing: [SERVICES_AND_PRICING]. Customer count and billing frequency: [CUSTOMERS_AND_FREQUENCY]. Current tools: [CURRENT_TOOLS]. Concerns: [CONCERNS]. Produce: 1. A decision table comparing invoice-based recurring billing, card on file, and direct debit: Method | Setup effort | Cost | Failed payment risk | Customer consent needed | Best for. 2. A setup checklist: customer agreement and consent wording, price list, billing dates, proration rules, tax handling, receipts, and failed-payment handling. 3. A failed payment workflow: day 0 retry, day 3 email, day 7 second retry, day 14 pause, with message drafts of 50 words. 4. A cancellation and refund policy outline. 5. A monthly reconciliation routine comparing billing system, bank, and ledger. 6. A migration plan for existing customers with a communication email of 120 words. Mark consent and consumer-protection requirements as [VERIFY] for [JURISDICTION]. Do not recommend a specific product unless I name one. Cover edge cases: a customer who changes plan mid-cycle (show the proration arithmetic with one example), an expired card on the billing date, and a customer who disputes a charge with their bank. Give each a rule and who handles it. Regard the numbers and conclusions as estimates, and base them on nothing beyond what I provided. The output is general support and does not amount to accounting, tax, legal or investment advice. Get the results checked by an accountant or financial adviser who knows the rules in [JURISDICTION] before you use them.
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