---
title: "Customer Credit Monitoring"
section: "Agent store — Billing — Credit Management"
canonical_url: "https://leverge.ai/agents/billing/credit-management/customer-credit-monitoring"
category: "Billing"
process: "Credit Management"
trigger: "Runs on a schedule"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Billing
- Process: Credit Management
- Runs: runs on a schedule — Every weekday at 07:00
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Credit accounts** (datasource)
- **Watch thresholds** (form)

## How it works

1. Reviewing the credit book
2. Writing the credit brief
3. Preparing the watch list for credit control

## What it returns

- **The book** (metadata grid)
- **Accounts by exposure** (table of results)
- **What changed** (flagged exceptions)
- **Credit brief** (written summary)
- **Watch list for credit control** (message preview)

---

Source: https://leverge.ai/agents/billing/credit-management/customer-credit-monitoring — Leverge