ACT-BIL-001 | Billing administrator | A finance or membership administrator maintains billing templates, notices, recurring configuration and the financing plans offered for purchases. | Keep reusable definitions for repeated billing work, Configure recipients and messages for notices, Maintain financing options consistent with organizational policy | Maintain and deactivate billing configuration, subject to permissions and reference protections, Assign the person whose authority recurring work uses, Perform the billing controller’s operational tasks | accounting.billing-templates.create|update|delete|bulk (admin tier)accounting.billing-notices.create|update|delete|bulk (admin tier)accounting.recurring-billing-runs.create|update|delete|bulk (admin tier)accounting.installment-plans.create|update|delete|bulk (admin tier)policy:accounting:administrator | console |
ACT-BIL-002 | Billing controller | A finance operator prepares and reviews billing runs, manages execution and recovery, and administers individual customer installment schedules. | Execute the intended population without duplicate successful work, Understand successful requests and refusal reasons, Reconcile financing schedules with purchases and payment reports | Create, prepare, review, start, recover, stop and remove eligible runs, Create and process schedules, then reduce, suspend, resume or cancel eligible arrangements, Record external reconciliation with its required reason | accounting.billing-runs.create|delete|run|cancel (user tier)accounting.installment-schedules.create|update|process|cancel (user tier)policy:accounting:standard-user | console, api |
ACT-BIL-003 | Billing reviewer | An auditor, manager or colleague has read access to billing configuration and outcomes without authority to change them or start execution. | Inspect billing populations and outcomes, Report installment balances and schedule history | Read configuration, runs, prepared populations and schedules, Query installment reporting datasets, Inspect disabled write controls and their explanations where supplied by the console | accounting.billing-templates.readaccounting.billing-notices.readaccounting.recurring-billing-runs.readaccounting.installment-plans.readaccounting.billing-runs.readaccounting.installment-schedules.read|queryaccounting.installments.querypolicy:accounting:read-only | console |
ACT-BIL-004 | Commerce checkout | The Commerce service represents a purchaser when requesting schedule previews, creating arrangements, reflecting order changes and reporting installment payment outcomes. Trusted invocation is declared, while the complete checkout integration remains unproved. | Present deposit and later installment amounts, Reflect purchase changes in its financing arrangement, Report installment tender outcomes to Billing | Request previews, creation and schedule reads, Request eligible reductions and cancellations, Report paid, declined or failed outcomes | svc_commerce through the accounting_billing_service function (trusted invoke) | api |
ACT-BIL-005 | Billing scheduler | Scheduled system work creates and prepares recurring occurrences, starts eligible automatic work and settles completed execution. Creation and start use the configured owner’s authority. | Prepare occurrences ahead of their scheduled dates, Require an accountable, authorized owner | Create and prepare occurrences using their owner’s permissions, Start automatically enabled work under its owner’s identity, Settle runs after their jobs finish | the billing dispatcher (every minute)the scheduled work accounting.recurring-billing-run.prepare | job |
ACT-BIL-006 | Member or customer | The contact or organization receiving a billing notice or financing a purchase is the subject of Billing work. This role does not imply a Billing console account or an implemented member-facing schedule page. | Receive clear information about amounts and dates, Spread an eligible purchase across agreed installments | Receive notice and reminder messages, Be the billed-to party on a purchase or amount-based schedule | a CRM contact or organization (no console access) | portal |