Billing / Collections Live
Dunning Management
Place every overdue account at the right stage of the dunning sequence, set the next action and date, and hand the escalations to a person. No customer contact is drafted here.
- Runs on a schedule
- ~6 credits per run
- v1.0.0
What does Dunning Management do?
Dunning Management is a production AI agent in the billing section of the Leverge agent store, built for the collections process. Place every overdue account at the right stage of the dunning sequence, set the next action and date, and hand the escalations to a person. No customer contact is drafted here. It runs on a schedule (every monday at 09:00), works through 3 steps and returns 5 outputs, including the sequence.
What it needs
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Overdue invoices
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Dunning policy
What it does
- Placing each account in the sequence
- Writing the escalation handover
- Preparing the handover for collections
What you get back
- The sequence
- Dunning plan
- Needs a decision
- Escalation handover
- Handover to collections
After each run it asks: “Were these the right stages?”
When it runs
Runs on a schedule — Every Monday at 09:00.
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.
Collections
Other agents in collections
Invoicing, collections, disputes and refunds
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Overdue Invoice Chasers
Draft a collection note for each overdue invoice, pitched to how late it is. Every draft is approved individually — nothing is sent.
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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.
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Debit Memo Verification
Check a debit memo against the invoice it references — totals, lines and reason — and list every mismatch before it reaches the ledger.
Next Step
Deploy Dunning 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.