Billing Schedule Setup Agent Skill

Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on…

Context cost
11.6k tokensestimated from the bundle, loaded when it triggers
Bundle
7 files · 56.4 kB1 script among them — read before you run
Licence
Source-availablethe author’s own terms
Last change
—v1.0.0
Servers it uses
Noneruns standalone

What it does

Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements.

What this skill changes about the agent has not been set out here as a list. Its SKILL.md, shown below, says it in the author’s own words.

billing-policybilling-schedule-setupbilling-treatmentblng-namespacein-advancein-arrearsinvoice-runsalesforce-billing

The skill itself

A skill is instructions the model reads, so you can see what you are getting: below is the start of its SKILL.md. The front matter loads with every session, the body loads when the skill triggers, and the whole file comes with the install.

SKILL.md16.1 kB · preview
--- name: billing-schedule-setup category: admin salesforce-version: "Spring '25+" well-architected-pillars: - Reliability - Performance - Operational Excellence triggers: - "billing schedule not created after activating the order in Salesforce Billing" - "invoice run batch job is not picking up order products or generates empty invoices" - "how do I configure in-advance versus in-arrears billing schedules for subscription products" - "milestone billing invoice requires manual trigger not firing automatically" - "blng__BillingSchedule__c records are missing or show wrong amounts on OrderProduct" - "how to set up Legal Entity, Billing Policy, and Billing Treatment in the right sequence" - "evergreen billing schedule keeps stopping instead of rolling forward each period" tags: - billing-schedule-setup - salesforce-billing - blng-namespace - invoice-run - billing-policy - billing-treatment - in-advance - in-arrears - milestone-billing - evergreen-billing inputs: - "Salesforce org with Salesforce Billing managed package (blng__ namespace) installed on top of Salesforce CPQ" - "Activated or draft Order with OrderProducts sourced from a CPQ Quote" - "Product2 records with blng__BillingRule__c and blng__RevenueRecognitionRule__c lookups populated" - "Confirmed whether Data Pipelines is enabled in the org (hard dependency)" - "Billing schedule type requirement: In-Advance, In-Arrears, Evergreen, Milestone, or Dynamic Invoice Plan" - "Legal Entity name and Tax Policy to associate with Billing Policy" outputs: - "Configured Legal Entity, Billing Policy, Billing Treatment, and Tax Policy records in the correct dependency order" - "blng__BillingSchedule__c records auto-generated per OrderProduct upon Order activation" - "Invoice Run configuration that batches billing schedule items into blng__Invoice__c records" - "Guidance on schedule type selection with documented tradeoffs" - "Checklist confirming Data Pipelines dependency, governor limit awareness, and batch size alignment" dependencies: [] version: 1.0.0 author: Pranav Nagrecha updated: 2026-04-07 ---
48# Billing Schedule Setup
49
50This skill activates when a practitioner needs to configure Salesforce Billing (blng__ namespace) billing schedules, invoice plans, billing policies, or billing treatments — from initial Legal Entity setup through Invoice Run execution. It covers In-Advance, In-Arrears, Evergreen, Milestone, and Dynamic Invoice Plan schedule types.
51
52---
53
54## Before Starting
55
56Gather this context before working on anything in this domain:
57
58- Confirm the Salesforce Billing managed package (namespace prefix blng__) is installed. Salesforce Billing is a separate managed package layered on top of Salesforce CPQ — it is not part of core Salesforce or CPQ alone.
59- Confirm **Data Pipelines is enabled** in the org (Setup > Data Pipelines). This is a hard platform dependency: without it, the Billing package cannot create billing schedule records even if all configuration is correct.
60- Identify the required schedule type (In-Advance, In-Arrears, Evergreen, Milestone, or Dynamic Invoice Plan) — this determines configuration path and invoice run behavior.
61- Confirm the OrderProducts are CPQ-sourced (via Quote > Order flow), not manually created — manually created Orders bypass CPQ fields required by Billing.
62- Know the billing period (Monthly, Quarterly, Annually, Custom) and billing day-of-month required by the business.
63
64---
65
66## Core Concepts
This is a preview of SKILL.md. Download or install the skill to get the whole thing.
In the file
SKILL.md2,260 words
Files7
LicenceSource-available
Why you can read it

Nothing in a skill executes. The client loads the text and the model follows it, so a skill can be audited the way a runbook is — by reading it.

What it costs in context

Skills are not billed by the call. They are paid for in context: every token the instructions occupy is a token your code, your diff and your conversation cannot use. Here is what this one takes and when it takes it.

≈700
always loaded
The name and description, so the model knows the skill exists and when to reach for it.
10,925
on trigger
The instruction body and 6 supporting files, read only when the skill fires.
5.8%
of a 200k window
Ten skills this size would take about 58% of the window before you open a file.
050k100k150k200k context window

11.6k tokens, estimated from the bundle at four bytes to the token, held for the rest of the session once it triggers. Heavy. Teams tend to install this one per project rather than globally, and load it only when the job comes up.

Servers bill, skills cost

A server charges by the month. A skill charges once per session, in context, and then keeps charging it for as long as the session lives.

Before and after

The same question, put to the same model twice: once as it comes, and once with these instructions loaded.

No worked example has been published for this skill yet.

The procedure it runs

The procedure has not been set out here step by step. It is in the body of its SKILL.md: the start of it is shown above, and the whole file comes with the install.

Prose, not code

These steps are written for a model to follow, not executed by a runtime. It can still be told to skip one, and it will say so when it does.

Servers it uses

None. This skill calls no MCP servers at all.

Everything it needs is in the instructions, so it works in a project with nothing connected — the model reads the file and changes how it works with what it can already reach.

Its SKILL.md does not declare which tools it asks the agent for, so what it touches is whatever the instructions themselves ask for — read them before you install it.

What it asks for
Writes filesnot declared
Network accessnot declared

This SKILL.md carries no allowed-tools line, so neither is declared. A skill grants no permissions of its own — it can only ask for tools your client already has.

What it will not do

Every skill is narrow, and the useful ones say where they stop. These are the jobs this one is the wrong tool for.

What this skill is not for has not been published here. Nothing is implied by that: it is a section the author has not filled in.

What is in the bundle

7 files, 56.4 kB on disk. Mostly text — the instructions the model reads — with 1 script in it that your client would run only if the instructions tell it to.

  • SKILL.md16.1 kB
  • references/examples.md5.8 kB
  • references/gotchas.md6.0 kB
  • references/llm-anti-patterns.md8.2 kB
  • references/well-architected.md5.8 kB
  • scripts/check_billing_schedule_setup.py9.9 kB
  • templates/billing-schedule-setup-template.md4.6 kB
What is not in it

A skill installs nothing and depends on nothing: it is a folder your client reads. This one carries 1 script beside the text, so the bundle is 7 files you can review in full before installing. The Source-available licence covers the templates and examples as well as the instructions.

Install

Installing copies the bundle into your project. Nothing runs at install time — the files sit on disk until the model reads them.

# Billing Schedule Setup · 11.6k tokens when loaded · macOS, Linux mkdir -p .claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/billing-schedule-setup/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/billing-schedule-setup" ] && { [ ! -e .claude/skills/billing-schedule-setup ] || { mv .claude/skills/billing-schedule-setup "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/billing-schedule-setup" .claude/skills/ && echo "Installed .claude/skills/billing-schedule-setup"
On Windows, or any OS with Node 20+
npx mcprush@latest skill add pranavnagrecha/billing-schedule-setup

Windows PowerShell says 'running scripts is disabled on this system'? Run Set-ExecutionPolicy -Scope CurrentUser RemoteSigned once, or type npx.cmd instead of npx (codex.cmd, gemini.cmd, grok.cmd likewise). PowerShell 7 needs neither. Writes to .claude/skills/billing-schedule-setup/ in the current project. For every project instead, run mkdir -p ~/.claude/skills && t=$(mktemp -d) && curl -fsSL -o "$t/bundle.tar.gz" https://mcprush.com/api/skills/billing-schedule-setup/bundle.tar.gz && tar -xzf "$t/bundle.tar.gz" -C "$t" && [ -d "$t/billing-schedule-setup" ] && { [ ! -e ~/.claude/skills/billing-schedule-setup ] || { mv ~/.claude/skills/billing-schedule-setup "$t/.previous" && echo "Previous copy moved to $t/.previous"; }; } && mv "$t/billing-schedule-setup" ~/.claude/skills/ && echo "Installed ~/.claude/skills/billing-schedule-setup" (macOS, Linux) — or add --global to the npx line. The curl line replaces .claude/skills/billing-schedule-setup/ only after the download succeeds, so files left there by another skill of the same name, or by an older release, do not mix in. A copy already there is moved aside, not deleted, and the line prints where.

Which clients pick it up on their own

A skill is a folder of text. Most of these read a skills folder and pick it up without being told; the rest take the same folder another way — an upload in the app, a parameter on an API call — and then choose it by its description just the same.

Claude Code.claude/skills/
Claude DesktopCustomize › Skills
ChatGPTSkills › Create › Upload
Cursor.cursor/skills/
VS Code.github/skills/
Codex CLI.agents/skills/
Gemini CLI.gemini/skills/
Grok Build.grok/skills/
Microsoft CopilotSkills › Upload a skill
PerplexityComputer › Skills › Upload a skill
DeepSeek Harness.dsh/skills/
Zed.agents/skills/
Devin Desktop.devin/skills/
Windsurf (legacy).windsurf/skills/
OpenAI Agents SDKInstructions or sandbox Skills
HTTP / APIa request parameter
This release
Version1.0.0
Publishedno release date on file
PriceFree
Referencepranavnagrecha/billing-schedule-setup

Versions

v1.0.0 is what is on the shelf; no release here carries a date. Instructions change more often than APIs do — a skill can be rewritten entirely without anything it depends on moving.

v1.0.0
  • No earlier releases have been published to the marketplace.
Pinning

The install command always fetches the release that is current the day you run it — v1.0.0 today — and cannot ask for an earlier one. The copy on your disk does not change until you run it again.

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Who wrote it

PR
pranavnagrecha

Publishes on mcprush.

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