Recurring / Subscription Invoice Scheduler

The problem this kills

Recurring billing looks simple until you're the one doing it. Monthly retainers, quarterly maintenance fees, annual renewals, subscription tiers - each one lives in someone's head or a tab of a spreadsheet, and every cycle a human has to remember to create the invoice, get the amount right, prorate the mid-month starts, stop billing the accounts that ended last quarter, and not accidentally bill the same customer twice because two people were "helping."

When it goes wrong, it goes wrong quietly. A renewal nobody invoiced is revenue you never collected. A double-billed customer is an angry email and a refund. A churned account you kept billing is a chargeback and a trust problem. None of it shows up until month-end - or until the customer notices first.

This plan builds the boring, reliable machine that makes recurring billing run on rails: schedules defined once, invoices generated automatically on cadence, a human approving every batch before a single email goes out, and a hard guard that makes billing the same period twice impossible.

What you'll build

A private web app for your AR / billing team that:

• Stores your recurring-billing schedules - customer, amount, cadence (weekly / monthly / quarterly / annual / custom), start date, optional end date, and proration rules.
• Generates each cycle's due invoices automatically when their period comes up - including correct proration for partial first or last periods and a clean stop at the end date.
• Puts every generated batch into a review queue where billing can eyeball amounts, fix or skip lines, and only then approve.
• On approval, produces invoice PDFs, emails them to each customer, and exports an AR CSV in the exact columns your accounting system expects.
• Refuses to bill the same schedule for the same period twice - ever - using a dedupe key of schedule ID + period.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before it builds anything, the plan has the AI agent ask you about your real cadences, how you prorate, your invoice numbering, your customer and amount fields, your typical and peak batch sizes, and your messy edge cases (mid-cycle upgrades, pauses, credits). It reads a short tailored spec back to you and waits for your thumbs-up - so you get a tool shaped to how you bill, not a generic template.
• A copy-paste prompt for every build step, in order, written for a non-coder.
• The exact data model for schedules, generated invoice runs, and individual invoice lines - tuned to your answers.
• Proration and end-date logic, with the never-bill-twice dedupe baked in.
• PDF generation, Resend email, and the AR CSV export in your columns.
• A "No API yet?" fallback so you can build and use the whole thing today from a Google Sheet / CSV, with no integration into your billing system required.
• A verification checklist so you know it actually works before you trust it with real money.

The governance it includes (this is the point)

This isn't a script that fires invoices into the void. Governance is built in from the first step:

• Login so only your team can open the tool.
• Row-level security so each organization only ever sees its own schedules and invoices.
• A complete audit trail - who generated a batch, who approved it, who sent it, and when.
• A hard human-in-the-loop approval gate - the app drafts the batch; a person reviews and approves; only then are invoices committed, PDF'd, and emailed. Nothing reaches a customer without a human saying yes.
• Duplicate guards - the schedule-ID-plus-period dedupe key makes double-billing a period structurally impossible, not just unlikely.

Who it's for

Accounts-receivable, billing, and finance-ops people who own recurring revenue - retainers, subscriptions, maintenance contracts, memberships - and are tired of running it out of a spreadsheet and a calendar reminder. You don't need to know how to code. You need to know how your business bills, and to be willing to answer a few questions about it.

You've got this - paste the first prompt and let the agent interview you.