Billing / Invoice Management Live
Invoice Generation
Turn billable lines into a draft invoice with terms, tax treatment and totals applied, then check it before Billing issues it.
- Run on demand
- ~5 credits per run
- v1.0.0
What does Invoice Generation do?
Invoice Generation is a production AI agent in the billing section of the Leverge agent store, built for the invoice management process. Turn billable lines into a draft invoice with terms, tax treatment and totals applied, then check it before Billing issues it. It runs on demand, works through 3 steps and returns 5 outputs, including invoice header.
What it needs
-
Billable lines
Select everything that belongs on this invoice.
-
Invoice settings
What it does
- Assembling the invoice
- Checking it before issue
- Laying out the draft invoice
What you get back
- Invoice header
- Invoice lines
- Totals
- Pre-issue checks
- Draft invoice
After each run it asks: “Would you issue this invoice?”
When it runs
Run on demand
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 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.
-
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 Generation, 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.