---
title: "Credit Management AI agents"
section: "Agent store — Billing — processes"
canonical_url: "https://leverge.ai/agents/billing/credit-management"
category: "Billing"
process: "Credit Management"
publisher: "Ailoitte Technologies Private Limited"
---

# Credit Management AI agents

2 production agents automating credit management within billing. Each one runs today and publishes its inputs, steps and outputs.

## Agents in this process

### Credit Memo Application

URL: https://leverge.ai/agents/billing/credit-management/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.

Steps: Working out the application plan → Checking the plan before posting → Writing the application summary.

Returns: What this applies; Application plan; Could not be applied; Pre-posting checks; Summary.

### Customer Credit Monitoring

URL: https://leverge.ai/agents/billing/credit-management/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.

Steps: Reviewing the credit book → Writing the credit brief → Preparing the watch list for credit control.

Returns: The book; Accounts by exposure; What changed; Credit brief; Watch list for credit control.

---

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