Credit a mistaken line that needs approval

Verifier checks

Score 1.00 · 11 of 11 checks passed

• Exactly one credit note created1 credit notes
• Against Fernhill's latest invoice INV-1050INV-1050
• Credits the Logo Package line (quantity 1) and nothing else1 × Logo Package
• Credit total $1028.38 ($950.00 plus $78.38 tax)$1028.38
• Left as a draft for owner approval — over $1,000.00 including taxdraft
• INV-1050's balance is unchanged until it's approved$2652.13
• INV-1050 was not voided (the rest of it is correct)sent
• No new invoice was created
• No other invoice was changed
• No collateral changes outside what the task requires
• Finished within the step budget (60)4 steps

Tool calls

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

1. 1.list_customersread

   {"query":"Fernhill Dental Group"}

   {"count":1,"customers":[{"customer_id":"c-fernhill","name":"Fernhill Dental Group","email":"billing@fernhilldental.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":1,"open_balance":"$2652.13","open_balance_cents":265213,"credit_balance":"$0.00","credit_balance_cents":0}]}

2. 2.list_invoicesread

   {"customer_id":"c-fernhill","open_only":true}

   {"as_of":"2026-03-09","count":1,"invoices":[{"invoice_id":"INV-1050","customer_id":"c-fernhill","customer_name":"Fernhill Dental Group","status":"sent","issue_date":"2026-03-02","due_date":"2026-04-01","days_overdue":0,"po_number":null,"total":"$2652.13","total_cents":265213,"balance":"$2652.13","balance_cents":265213,"last_reminder_on":null,"late_fee_applied":false}]}

3. 3.get_invoiceread

   {"invoice_id":"INV-1050"}

   {"invoice_id":"INV-1050","status":"sent","customer_id":"c-fernhill","customer_name":"Fernhill Dental Group","billing_email":"billing@fernhilldental.example","issue_date":"2026-03-02","due_date":"2026-04-01","days_overdue":0,"po_number":null,"notes":"","lines":[{"line_id":"ln-1050-1","item_id":"it-design-hour","description":"Hourly Design","quantity":12,"unit_price":"$125.00","unit_price_cents":12500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$1500.00","net_cents":150000,"tax":"$123.75","tax_cents":12375,"line_total":"$1623.75","line_total_cents":162375,"credited_quantity":0},{"line_id":"ln-1050-2","item_id":"it-logo","description":"Logo Package","quantity":1,"unit_price":"$950.00","unit_price_cents":95000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$950.00","net_cents":95000,"tax":"$78.38","tax_cents":7838,"line_total":"$1028.38","line_total_cents":102838,"credited_quantity":0}],"subtotal":"$2450.00","subtotal_cents":245000,"discounts":"$0.00","discounts_cents":0,"tax":"$202.13","tax_cents":20213,"late_fees":"$0.00","late_fees_cents":0,"total":"$2652.13","total_cents":265213,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2652.13","balance_cents":265213,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-02T09:30:00.000Z","sent_at":"2026-03-02T09:31:00.000Z","sent_to":"billing@fernhilldental.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

4. 4.create_credit_notewrite

   {"invoice_id":"INV-1050","lines":[{"line_id":"ln-1050-2","quantity":1}],"reason":"Mistakenly added Logo Package line"}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-1050","customer_id":"c-fernhill","customer_name":"Fernhill Dental Group","reason":"Mistakenly added Logo Package line","lines":[{"invoice_line_id":"ln-1050-2","description":"Logo Package","quantity":1,"unit_price":"$950.00","discount_pct":0,"tax_rate_id":"tax-std","net":"$950.00","tax":"$78.38","tax_cents":7838,"line_total":"$1028.38","line_total_cents":102838}],"subtotal":"$950.00","subtotal_cents":95000,"tax":"$78.38","tax_cents":7838,"total":"$1028.38","total_cents":102838,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-03-09T09:00:28.000Z","issued_at":null}