Apply late fees only where the policy allows

Verifier checks

Score 1.00 · 11 of 11 checks passed

• INV-1031 (Nova Health Clinic) gets no late fee — non-profit customer
• INV-1032 (Acme Robotics, 47 days) gets one late fee of $38.97$38.97
• INV-1033 (Summit Outdoor Co., 36 days) gets one late fee of $19.10$19.10
• INV-1035 (Bluebird Apps) gets no late fee — only 30 days past due (needs more than 30)
• INV-1036 (Harbor & Pine Café) gets no late fee — their terms exclude late fees
• INV-1040 (Kestrel Logistics Ltd.) gets no late fee — their terms exclude late fees
• INV-1045 (Orchard Lane Books) gets no late fee — their terms exclude late fees
• No late fees on invoices that aren't overdue
• Nothing changed except late fees
• No collateral changes outside what the task requires
• Finished within the step budget (60)7 steps

Tool calls

7 calls, in order. Results are shortened to 2,400 characters.

1. 1.list_invoicesread

   {"status":"overdue"}

   {"as_of":"2026-03-09","count":7,"invoices":[{"invoice_id":"INV-1031","customer_id":"c-nova","customer_name":"Nova Health Clinic","status":"overdue","issue_date":"2025-12-15","due_date":"2026-01-29","days_overdue":39,"po_number":null,"total":"$2340.00","total_cents":234000,"balance":"$2340.00","balance_cents":234000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1032","customer_id":"c-acme","customer_name":"Acme Robotics","status":"overdue","issue_date":"2025-12-22","due_date":"2026-01-21","days_overdue":47,"po_number":"AR-3302","total":"$2598.00","total_cents":259800,"balance":"$2598.00","balance_cents":259800,"last_reminder_on":"2026-02-20","late_fee_applied":false},{"invoice_id":"INV-1033","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"overdue","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":36,"po_number":"SO-2291","total":"$2273.25","total_cents":227325,"balance":"$1273.25","balance_cents":127325,"last_reminder_on":"2026-03-04","late_fee_applied":false},{"invoice_id":"INV-1035","customer_id":"c-bluebird","customer_name":"Bluebird Apps","status":"overdue","issue_date":"2026-01-08","due_date":"2026-02-07","days_overdue":30,"po_number":null,"total":"$1008.00","total_cents":100800,"balance":"$1008.00","balance_cents":100800,"last_reminder_on":"2026-02-27","late_fee_applied":false},{"invoice_id":"INV-1036","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"overdue","issue_date":"2026-01-19","due_date":"2026-02-03","days_overdue":34,"po_number":null,"total":"$1082.50","total_cents":108250,"balance":"$1082.50","balance_cents":108250,"last_reminder_on":"2026-03-04","late_fee_applied":false},{"invoice_id":"INV-1040","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"overdue","issue_date":"2026-02-03","due_date":"2026-03-05","days_overdue":4,"po_number":"KL-5520","total":"$3100.00","total_cents":310000,"balance":"$3100.00","balance_cents":310000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1045","customer_id":"c-orchard","customer_name":"Orchard Lane Books","status":"overdue","issue_date":"2026-02-20","due_date":"2026-03-07","days_overdue":2,"po_number":null,"total":"$1028.38","total_cents":102838,"balance":"$1028.38","balance_cents":102838,"last_reminder_on":null,"late_fee_applied":false}]}

2. 2.get_customerread

   {"customer_id":"c-nova"}

   {"customer_id":"c-nova","name":"Nova Health Clinic","email":"finance@novahealth.example","country":"United States","payment_terms":"Net 45","payment_terms_days":45,"tax_exempt":true,"exemption":"Non-profit 501(c)(3) — exemption certificate on file","non_profit":true,"late_fees_in_terms":true,"standing_discount_pct":10,"open_invoices":2,"open_balance":"$2916.00","open_balance_cents":291600,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Non-profit rate: standing 10% discount on every line. Signed our standard agreement, which includes the late-fee clause.","customer_since":"2024-11-20","invoices":[{"invoice_id":"INV-1023","customer_id":"c-nova","customer_name":"Nova Health Clinic","status":"paid","issue_date":"2025-10-02","due_date":"2025-11-16","days_overdue":0,"po_number":null,"total":"$855.00","total_cents":85500,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1026","customer_id":"c-nova","customer_name":"Nova Health Clinic","status":"paid","issue_date":"2025-10-23","due_date":"2025-12-07","days_overdue":0,"po_number":null,"total":"$441.90","total_cents":44190,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1031","customer_id":"c-nova","customer_name":"Nova Health Clinic","status":"overdue","issue_date":"2025-12-15","due_date":"2026-01-29","days_overdue":39,"po_number":null,"total":"$2340.00","total_cents":234000,"balance":"$2340.00","balance_cents":234000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1037","customer_id":"c-nova","customer_name":"Nova Health Clinic","status":"sent","issue_date":"2026-01-23","due_date":"2026-03-09","days_overdue":0,"po_number":null,"total":"$576.00","total_cents":57600,"balance":"$576.00","balance_cents":57600,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

3. 3.get_customerread

   {"customer_id":"c-acme"}

   {"customer_id":"c-acme","name":"Acme Robotics","email":"ap@acmerobotics.example","country":"United States","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":true,"standing_discount_pct":0,"open_invoices":3,"open_balance":"$6495.01","open_balance_cents":649501,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Standard agreement (Net 30 with the late-fee clause). Accounts payable pays in batches; one wire often covers several invoices.","customer_since":"2024-05-14","invoices":[{"invoice_id":"INV-1019","customer_id":"c-acme","customer_name":"Acme Robotics","status":"paid","issue_date":"2025-09-08","due_date":"2025-10-08","days_overdue":0,"po_number":null,"total":"$1082.50","total_cents":108250,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1032","customer_id":"c-acme","customer_name":"Acme Robotics","status":"overdue","issue_date":"2025-12-22","due_date":"2026-01-21","days_overdue":47,"po_number":"AR-3302","total":"$2598.00","total_cents":259800,"balance":"$2598.00","balance_cents":259800,"last_reminder_on":"2026-02-20","late_fee_applied":false},{"invoice_id":"INV-1042","customer_id":"c-acme","customer_name":"Acme Robotics","status":"sent","issue_date":"2026-02-16","due_date":"2026-03-18","days_overdue":0,"po_number":"AR-3318","total":"$2002.63","total_cents":200263,"balance":"$2002.63","balance_cents":200263,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1046","customer_id":"c-acme","customer_name":"Acme Robotics","status":"sent","issue_date":"2026-02-23","due_date":"2026-03-25","days_overdue":0,"po_number":"AR-3325","total":"$1894.38","total_cents":189438,"balance":"$1894.38","balance_cents":189438,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1051","customer_id":"c-acme","customer_name":"Acme Robotics","status":"draft","issue_date":"2026-03-06","due_date":"2026-04-05","days_overdue":0,"po_number":null,"total":"$2706.25","total_cents":270625,"balance":"$2706.25","balance_cents":270625,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

4. 4.apply_late_feewrite

   {"invoice_id":"INV-1032"}

   {"invoice_id":"INV-1032","late_fee":"$38.97","late_fee_cents":3897,"on_balance":"$2598.00","days_overdue":47,"new_balance":"$2636.97","new_balance_cents":263697}

5. 5.get_customerread

   {"customer_id":"c-summit"}

   {"customer_id":"c-summit","name":"Summit Outdoor Co.","email":"payables@summitoutdoor.example","country":"United States","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":true,"standing_discount_pct":0,"open_invoices":2,"open_balance":"$3871.25","open_balance_cents":387125,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Every invoice must carry their purchase order (PO) number. Standard agreement (Net 30 with the late-fee clause).","customer_since":"2024-07-22","invoices":[{"invoice_id":"INV-1025","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"paid","issue_date":"2025-10-16","due_date":"2025-11-15","days_overdue":0,"po_number":"SO-2242","total":"$2338.63","total_cents":233863,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1033","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"overdue","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":36,"po_number":"SO-2291","total":"$2273.25","total_cents":227325,"balance":"$1273.25","balance_cents":127325,"last_reminder_on":"2026-03-04","late_fee_applied":false},{"invoice_id":"INV-1034","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"paid","issue_date":"2026-01-06","due_date":"2026-02-05","days_overdue":0,"po_number":"SO-2280","total":"$1039.20","total_cents":103920,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1039","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"paid","issue_date":"2026-02-02","due_date":"2026-03-04","days_overdue":0,"po_number":"SO-2298","total":"$2159.59","total_cents":215959,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1048","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","status":"sent","issue_date":"2026-02-25","due_date":"2026-03-27","days_overdue":0,"po_number":"SO-2307","total":"$2598.00","total_cents":259800,"balance":"$2598.00","balance_cents":259800,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

6. 6.apply_late_feewrite

   {"invoice_id":"INV-1033"}

   {"invoice_id":"INV-1033","late_fee":"$19.10","late_fee_cents":1910,"on_balance":"$1273.25","days_overdue":36,"new_balance":"$1292.35","new_balance_cents":129235}

7. 7.get_customerread

   {"customer_id":"c-harbor"}

   {"customer_id":"c-harbor","name":"Harbor & Pine Café","email":"accounts@harborandpine.example","country":"United States","payment_terms":"Net 15","payment_terms_days":15,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":2,"open_balance":"$2110.88","open_balance_cents":211088,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Net 15. The 2025 service agreement removed the late-fee clause.","customer_since":"2025-02-03","invoices":[{"invoice_id":"INV-1020","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"paid","issue_date":"2025-09-14","due_date":"2025-09-29","days_overdue":0,"po_number":null,"total":"$283.50","total_cents":28350,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1021","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"paid","issue_date":"2025-09-20","due_date":"2025-10-05","days_overdue":0,"po_number":null,"total":"$1623.75","total_cents":162375,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1030","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"paid","issue_date":"2025-11-18","due_date":"2025-12-03","days_overdue":0,"po_number":null,"total":"$2009.12","total_cents":200912,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1036","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"overdue","issue_date":"2026-01-19","due_date":"2026-02-03","days_overdue":34,"po_number":null,"total":"$1082.50","total_cents":108250,"balance":"$1082.50","balance_cents":108250,"last_reminder_on":"2026-03-04","late_fee_applied":false},{"invoice_id":"INV-1047","customer_id":"c-harbor","customer_name":"Harbor & Pine Café","status":"sent","issue_date":"2026-02-24","due_date":"2026-03-11","days_overdue":0,"po_number":null,"total":"$1028.38","total_cents":102838,"balance":"$1028.38","balance_cents":102838,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}