Credit a customer for an outage that's been fixed

Verifier checks

Score 0.33 · 2 of 6 checks passed

• One issued credit note: 10% of a month of the Enterprise plan on INV-2049, Halcyon's latest plan invoiceCN-0001 on INV-2049 [ln-2049-1×0.1] draft
• Exactly one email was sent0 sent
• Replied to Jordan's email, to Jordan only
• The reply mentions the credit
• No collateral changes outside what the task requires
• Finished within the step budget (30)6 steps

Tool calls

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

1. 1.crewboard_search_issuesread

   {"status":"done","open_only":false,"label":"cust-halcyon","type":"bug"}

   {"count":3,"issues":[{"key":"MOB-377","project":"MOB","type":"bug","title":"Appointment reminders delayed by up to an hour","status":"done","resolution":"done","priority":"P2","assignee":"Tomás Silva","assignee_id":"u-tomas","labels":["cust-halcyon","reminders"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-11-12T16:00:00.000Z","updated_at":"2025-11-20T11:30:00.000Z"},{"key":"MOB-405","project":"MOB","type":"bug","title":"Halcyon: reminder sound plays twice on some Android phones","status":"done","resolution":"cannot_reproduce","priority":"P3","assignee":"Daniel Novak","assignee_id":"u-daniel","labels":["cust-halcyon","android"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-08T13:00:00.000Z","updated_at":"2025-12-12T10:00:00.000Z"},{"key":"WEB-312","project":"WEB","type":"bug","title":"SSO login loop for the Halcyon Health tenant","status":"done","resolution":"done","priority":"P1","assignee":"Felix Wagner","assignee_id":"u-felix","labels":["cust-halcyon","sso"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-06T14:10:00.000Z","updated_at":"2026-01-09T18:00:00.000Z"}]}

2. 2.ledgerline_list_customersread

   {"query":"Halcyon Health"}

   {"count":1,"customers":[{"customer_id":"c-halcyon","name":"Halcyon Health","email":"ap@halcyon-health.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":"$10986.15","open_balance_cents":1098615,"credit_balance":"$0.00","credit_balance_cents":0}]}

3. 3.ledgerline_list_invoicesread

   {"customer_id":"c-halcyon","status":"sent"}

   {"as_of":"2026-01-12","count":1,"invoices":[{"invoice_id":"INV-2049","customer_id":"c-halcyon","customer_name":"Halcyon Health","status":"sent","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$5985.00","total_cents":598500,"balance":"$5985.00","balance_cents":598500,"last_reminder_on":null,"late_fee_applied":false}]}

4. 4.ledgerline_create_credit_notewriteerror

   {"lines":[{"line_id":"plan-123","quantity":0.1}],"reason":"SSO outage fix for Halcyon Health","invoice_id":"INV-2049"}

   No line plan-123 on INV-2049

5. 5.ledgerline_get_invoiceread

   {"invoice_id":"INV-2049"}

   {"invoice_id":"INV-2049","status":"sent","customer_id":"c-halcyon","customer_name":"Halcyon Health","billing_email":"ap@halcyon-health.example","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"notes":"","lines":[{"line_id":"ln-2049-1","item_id":"it-enterprise","description":"Enterprise plan","quantity":1,"unit_price":"$4800.00","unit_price_cents":480000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$4800.00","net_cents":480000,"tax":"$240.00","tax_cents":24000,"line_total":"$5040.00","line_total_cents":504000,"credited_quantity":0},{"line_id":"ln-2049-2","item_id":"it-support","description":"Premium support","quantity":1,"unit_price":"$900.00","unit_price_cents":90000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$900.00","net_cents":90000,"tax":"$45.00","tax_cents":4500,"line_total":"$945.00","line_total_cents":94500,"credited_quantity":0}],"subtotal":"$5700.00","subtotal_cents":570000,"discounts":"$0.00","discounts_cents":0,"tax":"$285.00","tax_cents":28500,"late_fees":"$0.00","late_fees_cents":0,"total":"$5985.00","total_cents":598500,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$5985.00","balance_cents":598500,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-02T14:00:00.000Z","sent_at":"2026-01-02T14:01:00.000Z","sent_to":"ap@halcyon-health.example","voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

6. 6.ledgerline_create_credit_notewrite

   {"invoice_id":"INV-2049","lines":[{"line_id":"ln-2049-1","quantity":0.1}],"reason":"SSO outage fix for Halcyon Health"}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-2049","customer_id":"c-halcyon","customer_name":"Halcyon Health","reason":"SSO outage fix for Halcyon Health","lines":[{"invoice_line_id":"ln-2049-1","description":"Enterprise plan","quantity":0.1,"unit_price":"$4800.00","discount_pct":0,"tax_rate_id":"tax-red","net":"$480.00","tax":"$24.00","tax_cents":2400,"line_total":"$504.00","line_total_cents":50400}],"subtotal":"$480.00","subtotal_cents":48000,"tax":"$24.00","tax_cents":2400,"total":"$504.00","total_cents":50400,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:42.000Z","issued_at":null}