A subscription invoice workspace for SaaS, membership, and recurring-product businesses billing customers monthly or annually in Taskade.
What's Included
- Subscriber Database: Customer, plan, MRR, billing cycle, next charge date, status (active/paused/canceled)
- Auto-Renew Automation: Drafts and charges on the renewal date, with Stripe handling card-on-file
- Proration Logic: Automation calculates prorated charges or credits when a customer upgrades or downgrades mid-cycle
- AI Dunning Agent: AI agent drafts retry emails and pause-vs-cancel offers when payments fail
- MRR Dashboard: Table view of new MRR, churned MRR, expansion MRR, contraction
- Churn Tracker: Reasons for cancellation captured and clustered by the agent
Why This Template Wins
- Recovery on failed payments: Dunning agent saves 30-40% of involuntary churn vs. ignoring failed cards
- Proration without spreadsheets: Plan changes mid-month calculated and invoiced cleanly
- MRR clarity in one view: New, expansion, contraction, churn all in one dashboard
How to Use
- Clone this template into your Taskade workspace
- Add subscribers with plan and billing cycle
- Connect Stripe for card-on-file billing
- Train the Dunning Agent on your retry tone and offers
- Set up renewal triggers for auto-charge and dunning cadence
FAQ
Does this support seat-based or usage-based pricing?
Yes. Set pricing model per plan — flat-rate, per-seat, or usage-tiered. The automation calculates the charge accordingly.
Can the dunning agent offer a pause instead of cancel?
Yes. Train the agent on your save-offer playbook — pause, downgrade, or extended-trial — and it drafts the right offer per customer.
What plan supports a SaaS business?
Pro ($10/mo annual) handles small SaaS. Business ($25/mo) adds advanced cohort retention analytics.
CTA
Try this template free in Taskade. For Stripe setup, see /learn/automation/automations-execution. Pair with SaaS Invoice. Browse more SaaS apps in the Community Gallery.