FavCRM Billing Commerce

Use this skill for invoices, payments, products, orders, promotions, subscriptions, overdue follow-up, payment reminders, and commerce operations.

Operating Rules

• Ground every invoice, order, subscription, or payment claim with FavCRM data.
• Use favcrm tool list and favcrm tool describe <name> before unfamiliar billing or commerce tools.
• For plan, quota, permission, or upgrade questions, call get_plan_status, check_plan_operation, and list_plan_options before advising. Only call create_plan_upgrade_link after explicit user confirmation.
• Treat refunds, voids, cancellations, payment recording, and subscription changes as sensitive mutations.
• Show count and 3-row preview before bulk billing actions.
• Use the comms approval flow for overdue reminders or payment chase messages.

Standard Flow

1. Identify the customer, invoice, order, product, promotion, or subscription.
2. Fetch the current record before proposing a change.
3. Preview sensitive mutations and ask for explicit confirmation.
4. For reminders, draft the message and request approval rather than sending directly.
5. Report the resulting status and record IDs after confirmed writes.

Read references/billing-commerce-flows.md for concrete CLI patterns.