Credit memos drafted and ready for approval
Woodrow connects to your CRM, billing system, ERP, and supporting records to prepare credit memos with the right context and controls. It pulls the credit request, original invoice, contract terms, approval details, and payment history, validates the credit against your policies, drafts the memo, and flags issues for review—so your team can spend less time reconciling credits and chasing approvals manually.
+ Outlook, Gmail, Slack, shared drives, and any other tool your team uses.
Full context gathered
Pull the credit request, original invoice, contract terms, payment history, dispute notes, approval record, and supporting documentation into one workflow.
Validated against policy
Check the credit reason, amount, affected invoice lines, tax treatment, billing period, and approval threshold against your policies and source records.
Review-ready credit memos
Draft each credit memo with the right line items, reason codes, tax details, and references, then route it for approval before issuance.
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