Billing / Invoice Management Live
Invoice Adjustment Request
Read a customer's request to change an invoice, test it against billing policy, and prepare the reply the decision implies. Nothing is sent.
- Triggered by an incoming message
- ~6 credits per run
- Uses a knowledge base
- v1.0.0
What does Invoice Adjustment Request do?
Invoice Adjustment Request is a production AI agent in the billing section of the Leverge agent store, built for the invoice management process. Read a customer's request to change an invoice, test it against billing policy, and prepare the reply the decision implies. Nothing is sent. It is triggered by an incoming message, works through 5 steps and returns 5 outputs, including what is being asked for.
What it needs
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Customer request
-
Invoice in question
What it does
- Reading what is being asked for
- Checking the adjustment policy
- Testing the request against policy
- Drafting the reply
- Preparing the reply for approval
What you get back
- What is being asked for
- Policy checks
- Assessment
- Draft reply
- Policy used
After each run it asks: “Would you have sent this?”
When it runs
Triggered by an incoming message — Customer writes in about an invoice.
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.
Invoice Management
Other agents in invoice management
Invoicing, collections, disputes and refunds
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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.
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Discount Verification
Pull every discount off an invoice or quote and test each one against the discount policy and the customer's entitlement, before unapproved pricing reaches the customer.
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Invoice Generation
Turn billable lines into a draft invoice with terms, tax treatment and totals applied, then check it before Billing issues it.
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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.
Next Step
Deploy Invoice Adjustment Request, 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.