Billing / Collections Live
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.
- Runs on a schedule
- ~6 credits per run
- v1.0.0
What does Overdue Invoice Chasers do?
Overdue Invoice Chasers is a production AI agent in the billing section of the Leverge agent store, built for the collections process. Draft a collection note for each overdue invoice, pitched to how late it is. Every draft is approved individually — nothing is sent. It runs on a schedule (every tuesday at 10:00), works through 2 steps and returns 2 outputs, including collection summary.
What it needs
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Overdue invoices
Select the invoices to chase.
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Chaser settings
What it does
- Drafting chaser {{loop.index}} of {{loop.total}}
- Summarizing the run
What you get back
- Collection summary
- Drafted chasers — approve each individually
After each run it asks: “Would you send these?”
When it runs
Runs on a schedule — Every Tuesday at 10:00.
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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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.
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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 Overdue Invoice Chasers, 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.