Billing, Payments and Money Operations
Payment processing and providers
Payment processing and providers
- How Payment Processing Works for Online Businesses
- How to Choose a Payment Provider Without Lock-In
- How to Map Your Payment Stack: MoR, Gateway, and PSP Roles
- How to Move Payment Tokens Between Processors
- How to Run a Token and Credential Inventory
- How to Set Up Alerting for Billing Pipeline Failures
- How to Vet a Payment Vendor's Security and Data Handling
Subscription billing and pricing
Subscription billing and pricing
- Subscription Billing: Proration, Dunning and Churn
- Usage-Based Pricing: How to Meter and Bill
- How to Explain a Usage-Based Bill to a Customer
- How to Test a Metering Pipeline Before It Bills Anyone
- How to Write a Cancellation Policy That an Agent Can Apply
- Designing a Dunning Ladder: Retry Timing and Grace Periods
- How to Build a Billing Event Log for Proration and Churn
- How to Design a Self-Serve Usage Alert for Customers
- All of Subscription billing and pricing
Refunds, credits and disputes
Refunds, credits and disputes
- How to Use an LLM to Assemble a Dispute Evidence Pack
- Writing a Chargeback Response That Wins
- Chargebacks and Disputes: A Process for Small Teams
- Handling Refunds When Credits and Cash Mix
- How to Build a Dispute Evidence Graph That Shows Conflicts
- How to Capture Dispute Evidence Before a Chargeback Lands
- How to Map Cooling-Off and Cancellation Rights by Jurisdiction
- How to Reconcile Refund Ledgers with Settlement Files
- All of Refunds, credits and disputes
Fraud rules and declines
Fraud rules and declines
- Fraud Prevention for Online Payments
- False Positives in AML Alerts: Measuring and Reducing Them
- Card Decline Codes: What Each One Tells You About Recovery
- How to Build a Customer Appeal Process for Automated Declines
- How to Choose Between a Rules Engine and a Model for Credit
- How to Test Reason Code Coverage Before a Model Goes Live
- How to Tune Fraud Rules Without Blocking Good Customers
- How to Write a Dispute Log That Shows Fraud Patterns
- All of Fraud rules and declines
Bookkeeping and reconciliations
Bookkeeping and reconciliations
- Bookkeeping Basics for Founders
- How to Build a Shadow Ledger for Billing and Payments
- How to Match Agent Actions to Settlement Lines
- How to Reconcile a Refund Decision with the Customer's Invoice
- How to Reconcile Agent Errors Before Month-End
- How to Reconcile Chargebacks with Refunds in Your Books
- How to Reconcile Payments with Your Books
- How to Reconcile Usage Metering with Invoices at Month End
- All of Bookkeeping and reconciliations
Sales tax and VAT