---
title: "Credit Memo Application"
section: "Agent store — Billing — Credit Management"
canonical_url: "https://leverge.ai/agents/billing/credit-management/credit-memo-application"
category: "Billing"
process: "Credit Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Billing
- Process: Credit Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Open credit memos** (datasource)
- **Open invoices** (datasource)
- **Application rules** (form)

## How it works

1. Working out the application plan
2. Checking the plan before posting
3. Writing the application summary

## What it returns

- **What this applies** (metadata grid)
- **Application plan** (table of results)
- **Could not be applied** (flagged exceptions)
- **Pre-posting checks** (validation result)
- **Summary** (written summary)

---

Source: https://leverge.ai/agents/billing/credit-management/credit-memo-application — Leverge