Credit a return on a paid invoice

Verifier checks

Score 1.00 · 12 of 12 checks passed

• Exactly one credit note1 credit notes
• Against the February brand-book invoice INV-1039INV-1039
• Credits 6 copies of the Printed Brand Book line — nothing else6 × Printed Brand Book
• Credit total $280.58 (invoiced price less the 10% volume discount, plus 8.25% tax)$280.58
• Issued — it is under the $1,000.00 approval limitissued
• Summit holds $280.58 of new credit (the invoice was already paid)$280.58
• INV-1039 was not voidedpaid
• January's brand-book invoice INV-1034 untouched
• No new invoice was created
• No other invoice was changed
• No collateral changes outside what the task requires
• Finished within the step budget (60)6 steps

Tool calls

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

1. 1.list_customersread

   {"query":"Summit Outdoor Co."}

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

2. 2.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":[]}

3. 3.get_invoiceread

   {"invoice_id":"INV-1039"}

   {"invoice_id":"INV-1039","status":"paid","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","billing_email":"payables@summitoutdoor.example","issue_date":"2026-02-02","due_date":"2026-03-04","days_overdue":0,"po_number":"SO-2298","notes":"","lines":[{"line_id":"ln-1039-1","item_id":"it-brand-book","description":"Printed Brand Book","quantity":40,"unit_price":"$48.00","unit_price_cents":4800,"discount_pct":10,"discount":"$192.00","discount_cents":19200,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$1728.00","net_cents":172800,"tax":"$142.56","tax_cents":14256,"line_total":"$1870.56","line_total_cents":187056,"credited_quantity":0},{"line_id":"ln-1039-2","item_id":"it-cards","description":"Business Card Print Run (500 cards)","quantity":3,"unit_price":"$89.00","unit_price_cents":8900,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$267.00","net_cents":26700,"tax":"$22.03","tax_cents":2203,"line_total":"$289.03","line_total_cents":28903,"credited_quantity":0}],"subtotal":"$1995.00","subtotal_cents":199500,"discounts":"$192.00","discounts_cents":19200,"tax":"$164.59","tax_cents":16459,"late_fees":"$0.00","late_fees_cents":0,"total":"$2159.59","total_cents":215959,"amount_paid":"$2159.59","amount_paid_cents":215959,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$0.00","balance_cents":0,"payments":[{"payment_id":"pmt-0203","invoice_id":"INV-1039","date":"2026-02-26","amount":"$2159.59","amount_cents":215959,"method":"bank_transfer","reference":"ACH CREDIT SUMMIT OUTDOOR CO PO SO-2298","bank_transaction_id":"bt-1903","reconciled":true}],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-02-02T09:30:00.000Z","sent_at":"2026-02-02T09:31:00.000Z","sent_to":"payables@summitoutdoor.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

4. 4.get_invoiceread

   {"invoice_id":"INV-1048"}

   {"invoice_id":"INV-1048","status":"sent","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","billing_email":"payables@summitoutdoor.example","issue_date":"2026-02-25","due_date":"2026-03-27","days_overdue":0,"po_number":"SO-2307","notes":"","lines":[{"line_id":"ln-1048-1","item_id":"it-workshop","description":"Brand Strategy Workshop","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$2400.00","net_cents":240000,"tax":"$198.00","tax_cents":19800,"line_total":"$2598.00","line_total_cents":259800,"credited_quantity":0}],"subtotal":"$2400.00","subtotal_cents":240000,"discounts":"$0.00","discounts_cents":0,"tax":"$198.00","tax_cents":19800,"late_fees":"$0.00","late_fees_cents":0,"total":"$2598.00","total_cents":259800,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2598.00","balance_cents":259800,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-02-25T09:30:00.000Z","sent_at":"2026-02-25T09:31:00.000Z","sent_to":"payables@summitoutdoor.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

5. 5.create_credit_notewrite

   {"invoice_id":"INV-1039","lines":[{"line_id":"ln-1039-1","quantity":6}],"reason":"6 misprinted copies of Printed Brand Book returned from February order (SO-2298)"}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-1039","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","reason":"6 misprinted copies of Printed Brand Book returned from February order (SO-2298)","lines":[{"invoice_line_id":"ln-1039-1","description":"Printed Brand Book","quantity":6,"unit_price":"$48.00","discount_pct":10,"tax_rate_id":"tax-std","net":"$259.20","tax":"$21.38","tax_cents":2138,"line_total":"$280.58","line_total_cents":28058}],"subtotal":"$259.20","subtotal_cents":25920,"tax":"$21.38","tax_cents":2138,"total":"$280.58","total_cents":28058,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-03-09T09:00:35.000Z","issued_at":null}

6. 6.issue_credit_notewrite

   {"credit_note_id":"CN-0001"}

   {"credit_note":{"credit_note_id":"CN-0001","status":"issued","invoice_id":"INV-1039","customer_id":"c-summit","customer_name":"Summit Outdoor Co.","reason":"6 misprinted copies of Printed Brand Book returned from February order (SO-2298)","lines":[{"invoice_line_id":"ln-1039-1","description":"Printed Brand Book","quantity":6,"unit_price":"$48.00","discount_pct":10,"tax_rate_id":"tax-std","net":"$259.20","tax":"$21.38","tax_cents":2138,"line_total":"$280.58","line_total_cents":28058}],"subtotal":"$259.20","subtotal_cents":25920,"tax":"$21.38","tax_cents":2138,"total":"$280.58","total_cents":28058,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$280.58","held_as_customer_credit_cents":28058,"created_at":"2026-03-09T09:00:35.000Z","issued_at":"2026-03-09T09:00:42.000Z"},"invoice":{"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},"customer_credit_balance":"$280.58","customer_credit_balance_cents":28058}