Invoice a non-profit correctly

Verifier checks

Score 0.69 · 9 of 13 checks passed

• Exactly one new invoice1 new invoices
• Billed to Nova Health Clinicc-nova
• Two lines: 1 × Brand Strategy Workshop and 2 × Website Maintenance at list price1 × Brand Strategy Workshop @ $2400.00 tax-std −10%; 2 × Website Maintenance @ $320.00 tax-red −10%
• Every line Exempt 0% (non-profit with a certificate on file)tax-std, tax-red
• Nova's standing 10% discount on every line10%, 10%
• Dated today, due on Net 45 (2026-04-23)2023-08-01 → 2023-08-15
• Sent to Nova's billing emailoverdue → finance@novahealth.example
• Total $2736.00$2943.00
• No made-up PO number (the request gave none)
• Nothing else on the new invoice (no reminders, late fees, payments or credits)
• 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":"Nova Health Clinic"}

   {"count":1,"customers":[{"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}]}

2. 2.list_itemsread

   {}

   {"items":[{"item_id":"it-workshop","name":"Brand Strategy Workshop","kind":"service","unit":"workshop","unit_price":"$2400.00","unit_price_cents":240000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Full-day brand strategy workshop with deliverables"},{"item_id":"it-ux-audit","name":"UX Audit","kind":"service","unit":"audit","unit_price":"$1850.00","unit_price_cents":185000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Heuristic review and usability report"},{"item_id":"it-design-hour","name":"Hourly Design","kind":"service","unit":"hour","unit_price":"$125.00","unit_price_cents":12500,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Design time billed hourly (quarter-hour increments)"},{"item_id":"it-logo","name":"Logo Package","kind":"service","unit":"package","unit_price":"$950.00","unit_price_cents":95000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Logo design with three concepts and final files"},{"item_id":"it-maintenance","name":"Website Maintenance","kind":"service","unit":"month","unit_price":"$320.00","unit_price_cents":32000,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"Monthly website care plan (digital subscription)"},{"item_id":"it-hosting","name":"Managed Hosting","kind":"service","unit":"month","unit_price":"$45.00","unit_price_cents":4500,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"Monthly managed hosting (digital subscription)"},{"item_id":"it-brand-book","name":"Printed Brand Book","kind":"product","unit":"copy","unit_price":"$48.00","unit_price_cents":4800,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Hardcover printed brand guidelines"},{"item_id":"it-cards","name":"Business Card Print Run (500 cards)","kind":"product","unit":"run","unit_price":"$89.00","unit_price_cents":8900,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"500 printed business cards"},{"item_id":"it-photo-day","name":"Product Photography Day","kind":"service","unit":"day","unit_price":"$1600.00","unit_price_cents":160000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"One studio day of product photography"}]}

3. 3.create_invoicewrite

   {"issue_date":"2023-08-01","lines":[{"discount_pct":10,"item_id":"it-workshop","quantity":1},{"discount_pct":10,"item_id":"it-maintenance","quantity":2}],"customer_id":"c-nova","due_date":"2023-08-15"}

   {"invoice_id":"INV-1053","status":"draft","customer_id":"c-nova","customer_name":"Nova Health Clinic","billing_email":"finance@novahealth.example","issue_date":"2023-08-01","due_date":"2023-08-15","days_overdue":0,"po_number":null,"notes":"","lines":[{"line_id":"ln-1053-1","item_id":"it-workshop","description":"Brand Strategy Workshop","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":10,"discount":"$240.00","discount_cents":24000,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$2160.00","net_cents":216000,"tax":"$178.20","tax_cents":17820,"line_total":"$2338.20","line_total_cents":233820,"credited_quantity":0},{"line_id":"ln-1053-2","item_id":"it-maintenance","description":"Website Maintenance","quantity":2,"unit_price":"$320.00","unit_price_cents":32000,"discount_pct":10,"discount":"$64.00","discount_cents":6400,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$576.00","net_cents":57600,"tax":"$28.80","tax_cents":2880,"line_total":"$604.80","line_total_cents":60480,"credited_quantity":0}],"subtotal":"$2736.00","subtotal_cents":273600,"discounts":"$304.00","discounts_cents":30400,"tax":"$207.00","tax_cents":20700,"late_fees":"$0.00","late_fees_cents":0,"total":"$2943.00","total_cents":294300,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2943.00","balance_cents":294300,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T09:00:21.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

4. 4.send_invoicewrite

   {"invoice_id":"INV-1053","to_email":"finance@novahealth.example"}

   {"sent_to":"finance@novahealth.example","invoice":{"invoice_id":"INV-1053","status":"overdue","customer_id":"c-nova","customer_name":"Nova Health Clinic","billing_email":"finance@novahealth.example","issue_date":"2023-08-01","due_date":"2023-08-15","days_overdue":937,"po_number":null,"notes":"","lines":[{"line_id":"ln-1053-1","item_id":"it-workshop","description":"Brand Strategy Workshop","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":10,"discount":"$240.00","discount_cents":24000,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$2160.00","net_cents":216000,"tax":"$178.20","tax_cents":17820,"line_total":"$2338.20","line_total_cents":233820,"credited_quantity":0},{"line_id":"ln-1053-2","item_id":"it-maintenance","description":"Website Maintenance","quantity":2,"unit_price":"$320.00","unit_price_cents":32000,"discount_pct":10,"discount":"$64.00","discount_cents":6400,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$576.00","net_cents":57600,"tax":"$28.80","tax_cents":2880,"line_total":"$604.80","line_total_cents":60480,"credited_quantity":0}],"subtotal":"$2736.00","subtotal_cents":273600,"discounts":"$304.00","discounts_cents":30400,"tax":"$207.00","tax_cents":20700,"late_fees":"$0.00","late_fees_cents":0,"total":"$2943.00","total_cents":294300,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2943.00","balance_cents":294300,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T09:00:21.000Z","sent_at":"2026-03-09T09:00:28.000Z","sent_to":"finance@novahealth.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}}