Set up a new client and draft their first invoice
The user asked
We just signed a new client: Cobalt Fitness, billing email billing@cobaltfitness.example, based in the United States, on Net 15 terms with no late fees. Add them, then draft an invoice dated today for one Logo Package. Don't send it yet.
The model's last message
Using the customer string 'Cobalt Fitness', I will try again. {"name": "create_customer", "parameters": {"country":"United States","email":"billing@cobaltfitness.example","late_fees":"false","non_profit":"false","notes":"","payment_terms_days":"15","standing_discount_pct":"0"}} {"name": "create_invoice", "parameters": {"customer_id": "Cobalt Fitness", "name": "Logo Package", "amount": 1028, "issue_date": "2024-03-08", "due_date": "2024-03-23"}}
2 model turns · 5,159 input / 206 output tokens · 29.6s · stopped: end
Verifier checks
Score 0.21 · 3 of 14 checks passed
- Exactly one customer added0 new customers
- Named Cobalt Fitness, billing@cobaltfitness.example
- Based in the United States
- Net 15 terms
- Late fees switched off (the default terms include them)
- Taxable: not flagged exempt or non-profit, no standing discount
- Exactly one new invoice, for Cobalt Fitness0 new invoices
- Left as a draft — not sent
- One line: 1 × Logo Package at $950.00, Standard 8.25%, no discountno invoice
- Dated today, due in 15 days (2026-03-24)
- No made-up PO number (the request gave none)
- No other invoice was changed
- No collateral changes outside what the task requires
- Finished within the step budget (60)2 steps
Tool calls
2 calls, in order. Results are shortened to 2,400 characters.
- 1.create_customerwriteerror
{"email":"billing@cobaltfitness.example","country":"United States","late_fees":"false","non_profit":"false","notes":"","payment_terms_days":"15","standing_discount_pct":"0"}missing required argument: name
- 2.create_invoicewriteerror
{"customer_id":"string"}No customer string