Credit an add-on billed before it was live

Verifier checks

Score 0.33 · 2 of 6 checks passed

• One issued credit note for the whole SSO add-on line on INV-2050, and nothing elseCN-0001 on INV-2050 [ln-2050-1×0.1] issued
• A comment on Kestrel's SSO setup task (WEB-316) saying the add-on was creditedno new comments
• Exactly one email was sent0 sent
• Replied to Mia's email, to Mia only
• No collateral changes outside what the task requires
• Finished within the step budget (30)8 steps

Tool calls

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

1. 1.crewboard_search_issuesread

   {"query":"setup cust-kestrel","open_only":true}

   {"count":1,"issues":[{"key":"WEB-316","project":"WEB","type":"task","title":"Set up SSO for Kestrel Labs","status":"in_review","resolution":null,"priority":"P2","assignee":"Felix Wagner","assignee_id":"u-felix","labels":["setup","cust-kestrel","sso"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-29T11:00:00.000Z","updated_at":"2026-01-09T15:05:00.000Z"}]}

2. 2.ledgerline_list_invoicesreaderror

   {"customer_id":"cust-kestrel"}

   No customer cust-kestrel

3. 3.ledgerline_list_customersread

   {"query":"Kestrel Labs"}

   {"count":1,"customers":[{"customer_id":"c-kestrel","name":"Kestrel Labs","email":"accounts@kestrel-labs.example","country":"Austria","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":1,"open_balance":"$1800.00","open_balance_cents":180000,"credit_balance":"$0.00","credit_balance_cents":0}]}

4. 4.ledgerline_list_invoicesread

   {"customer_id":"c-kestrel"}

   {"as_of":"2026-01-12","count":4,"invoices":[{"invoice_id":"INV-2035","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-10-01","due_date":"2025-10-31","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2038","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-11-01","due_date":"2025-12-01","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2045","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-12-01","due_date":"2025-12-31","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"sent","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$1800.00","total_cents":180000,"balance":"$1800.00","balance_cents":180000,"last_reminder_on":null,"late_fee_applied":false}]}

5. 5.ledgerline_create_credit_notewriteerror

   {"invoice_id":"INV-2050","lines":[{"line_id":"INV-2050-01","quantity":0.1}],"reason":"SSO charged before setup"}

   No line INV-2050-01 on INV-2050

6. 6.ledgerline_get_invoiceread

   {"invoice_id":"INV-2050"}

   {"invoice_id":"INV-2050","status":"sent","customer_id":"c-kestrel","customer_name":"Kestrel Labs","billing_email":"accounts@kestrel-labs.example","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"notes":"","lines":[{"line_id":"ln-2050-1","item_id":"it-team","description":"Team plan","quantity":1,"unit_price":"$1200.00","unit_price_cents":120000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$1200.00","net_cents":120000,"tax":"$0.00","tax_cents":0,"line_total":"$1200.00","line_total_cents":120000,"credited_quantity":0},{"line_id":"ln-2050-2","item_id":"it-sso","description":"SSO add-on","quantity":1,"unit_price":"$600.00","unit_price_cents":60000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$600.00","net_cents":60000,"tax":"$0.00","tax_cents":0,"line_total":"$600.00","line_total_cents":60000,"credited_quantity":0}],"subtotal":"$1800.00","subtotal_cents":180000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$1800.00","total_cents":180000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$1800.00","balance_cents":180000,"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":"accounts@kestrel-labs.example","voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

7. 7.ledgerline_create_credit_notewrite

   {"reason":"SSO charged before setup","invoice_id":"INV-2050","lines":[{"line_id":"ln-2050-1","quantity":0.1}]}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","reason":"SSO charged before setup","lines":[{"invoice_line_id":"ln-2050-1","description":"Team plan","quantity":0.1,"unit_price":"$1200.00","discount_pct":0,"tax_rate_id":"tax-exempt","net":"$120.00","tax":"$0.00","tax_cents":0,"line_total":"$120.00","line_total_cents":12000}],"subtotal":"$120.00","subtotal_cents":12000,"tax":"$0.00","tax_cents":0,"total":"$120.00","total_cents":12000,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:49.000Z","issued_at":null}

8. 8.ledgerline_issue_credit_notewrite

   {"credit_note_id":"CN-0001"}

   {"credit_note":{"credit_note_id":"CN-0001","status":"issued","invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","reason":"SSO charged before setup","lines":[{"invoice_line_id":"ln-2050-1","description":"Team plan","quantity":0.1,"unit_price":"$1200.00","discount_pct":0,"tax_rate_id":"tax-exempt","net":"$120.00","tax":"$0.00","tax_cents":0,"line_total":"$120.00","line_total_cents":12000}],"subtotal":"$120.00","subtotal_cents":12000,"tax":"$0.00","tax_cents":0,"total":"$120.00","total_cents":12000,"applied_to_invoice":"$120.00","applied_to_invoice_cents":12000,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:49.000Z","issued_at":"2026-01-12T15:00:56.000Z"},"invoice":{"invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"partially_paid","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$1800.00","total_cents":180000,"balance":"$1680.00","balance_cents":168000,"last_reminder_on":null,"late_fee_applied":false},"customer_credit_balance":"$0.00","customer_credit_balance_cents":0}