Billing / Accounts Receivable Live
Surcharge Management
Work out the card surcharge due on each payment under your published rate, exclude what is not eligible, and show the recovery before anything is billed.
- Run on demand
- ~5 credits per run
- v1.0.0
What does Surcharge Management do?
Surcharge Management is a production AI agent in the billing section of the Leverge agent store, built for the accounts receivable process. Work out the card surcharge due on each payment under your published rate, exclude what is not eligible, and show the recovery before anything is billed. It runs on demand, works through 3 steps and returns 5 outputs, including recovery.
What it needs
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Payments taken
The receipts to assess for surcharge.
-
Surcharge policy
What it does
- Calculating the surcharge
- Checking it against surcharging rules
- Writing the recovery note
What you get back
- Recovery
- Surcharge by payment
- Exclusions and cautions
- Surcharging rules
- Recovery note
After each run it asks: “Would you bill these surcharges?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Accounts Receivable
Other agents in accounts receivable
Invoicing, collections, disputes and refunds
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Overdue Invoice Alerts
Bucket the receivables ledger by age, rank what needs attention this week, and prepare the internal alert for the AR owner. Nothing goes to customers.
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Payment Status Update
Match incoming payments to open invoices, work out the resulting status for each one, and produce the ledger updates for review.
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Chargeback Handling
Read the chargeback, weigh the evidence against the reason code, and draft the representment for the acquirer — or say plainly that the loss should be accepted.
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Credit Memo Application
Decide which open credit memo settles which invoice, respecting age and reason codes, and lay out the application plan with the residual balances.
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Customer Credit Monitoring
Review every credit account against its limit and payment behaviour, rank the ones drifting toward trouble, and prepare the credit watch list.
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Data Privacy Compliance
Classify the personal data in a billing extract, apply the retention rules to each class, and recommend what to keep, archive or destroy — with the reason on record. Recommendations only; nothing is deleted.
Next Step
Deploy Surcharge Management, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.