AI Credit Memo Drafter

WHAT IT DOES

AI Credit Memo Drafter is a specialized AI agent that transforms credit request details into comprehensive, structured credit memo drafts. When you provide customer name, invoice number, credit amount, reason for credit, and any supporting documentation, the agent returns a complete credit memo. The output includes a credit memo summary, customer details, credit amount, reason description, and next steps. This helps finance professionals, accounts receivable teams, billing specialists, and accounting departments efficiently process and document customer credits.

HOW TO USE

Using the agent is straightforward. Open it in BotSurf by selecting it from your agent list or using the quick-launch menu. Paste your OpenAI API key once when prompted — the agent stores it securely in your browser's local storage for convenience. Describe your credit memo scenario by providing the customer name, invoice number, credit amount, reason for credit, and any supporting documentation. Press the "Draft Credit Memo" button, and the agent generates your structured credit memo within seconds. Review the output, copy it, or use the "Use Page Selection" button to pull text from any highlighted content in the page for faster input.

WHAT IT SENDS

This agent sends exactly the text you type into the input box or the text you select from the page — nothing more, nothing less. It does not access your files, browser history, cookies, or any other data. It does not send metadata beyond what you explicitly provide. The only information transmitted to the AI service is your input text and your API key for authentication. Usage logs record run counts for billing purposes only; they do not store, log, or retain your credit memo details, customer information, or any part of your drafts. The agent only processes your request when you press the button, and no background data collection occurs at any time.

SUBSCRIPTION

AI Credit Memo Drafter is available for $19.99 per month. New subscribers receive a 7-day free trial to evaluate the agent's capabilities and fit for their workflow. Each subscription includes 100 runs per month — sufficient for regular accounts receivable and billing workflows. Unused runs do not roll over to the next month. You may cancel anytime through your BotSurf subscription settings, and cancellation takes effect at the end of your current billing period.

THE PANEL

The agent runs in BotSurf's standard panel interface. Drag the panel to any position on your screen, snap it to the edge for a clean workspace, or collapse it to a compact icon when not in use. Press Escape to close the panel instantly. The panel remembers your preferred size and position across sessions, making it feel like a natural extension of your desktop.

PLEASE NOTE

AI-generated content can be incorrect, incomplete, or misleading. Always verify any credit memo draft, credit amount, or next steps with qualified finance and accounting professionals. This tool provides analytical support and drafting assistance, not financial advice on tax implications, revenue recognition, or accounting treatment. Users should consult qualified professionals for decisions affecting financial reporting and compliance.