Fix an overseas draft's tax before sending

Verifier checks

Score 1.00 · 8 of 8 checks passed

• INV-1052 was sentsent
• Every line is Exempt 0% — Kestrel is billed in Canada, outside the UStax-exempt, tax-exempt
• Same items, quantities, prices and discounts as the draft1 × Brand Strategy Workshop @ $2400.00 tax-exempt; 12 × Managed Hosting @ $45.00 tax-exempt
• Total $2940.00 with no tax$2940.00
• No new invoice was created
• No other invoice was changed
• No collateral changes outside what the task requires
• Finished within the step budget (60)5 steps

Tool calls

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

1. 1.list_customersread

   {"query":"Kestrel Logistics"}

   {"count":1,"customers":[{"customer_id":"c-kestrel","name":"Kestrel Logistics Ltd.","email":"billing@kestrel-logistics.example","country":"Canada","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":"$3100.00","open_balance_cents":310000,"credit_balance":"$0.00","credit_balance_cents":0}]}

2. 2.list_invoicesread

   {"status":"draft"}

   {"as_of":"2026-03-09","count":2,"invoices":[{"invoice_id":"INV-1051","customer_id":"c-acme","customer_name":"Acme Robotics","status":"draft","issue_date":"2026-03-06","due_date":"2026-04-05","days_overdue":0,"po_number":null,"total":"$2706.25","total_cents":270625,"balance":"$2706.25","balance_cents":270625,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1052","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"draft","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","total":"$3165.00","total_cents":316500,"balance":"$3165.00","balance_cents":316500,"last_reminder_on":null,"late_fee_applied":false}]}

3. 3.get_invoiceread

   {"invoice_id":"INV-1052"}

   {"invoice_id":"INV-1052","status":"draft","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","billing_email":"billing@kestrel-logistics.example","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","notes":"","lines":[{"line_id":"ln-1052-1","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},{"line_id":"ln-1052-2","item_id":"it-hosting","description":"Managed Hosting","quantity":12,"unit_price":"$45.00","unit_price_cents":4500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$540.00","net_cents":54000,"tax":"$27.00","tax_cents":2700,"line_total":"$567.00","line_total_cents":56700,"credited_quantity":0}],"subtotal":"$2940.00","subtotal_cents":294000,"discounts":"$0.00","discounts_cents":0,"tax":"$225.00","tax_cents":22500,"late_fees":"$0.00","late_fees_cents":0,"total":"$3165.00","total_cents":316500,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$3165.00","balance_cents":316500,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T08:15:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

4. 4.update_invoicewrite

   {"invoice_id":"INV-1052","line_updates":[{"tax_rate_id":"tax-exempt","line_id":"ln-1052-1"},{"line_id":"ln-1052-2","tax_rate_id":"tax-exempt"}]}

   {"invoice_id":"INV-1052","status":"draft","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","billing_email":"billing@kestrel-logistics.example","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","notes":"","lines":[{"line_id":"ln-1052-1","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-exempt","tax_rate":"Exempt 0%","net":"$2400.00","net_cents":240000,"tax":"$0.00","tax_cents":0,"line_total":"$2400.00","line_total_cents":240000,"credited_quantity":0},{"line_id":"ln-1052-2","item_id":"it-hosting","description":"Managed Hosting","quantity":12,"unit_price":"$45.00","unit_price_cents":4500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$540.00","net_cents":54000,"tax":"$0.00","tax_cents":0,"line_total":"$540.00","line_total_cents":54000,"credited_quantity":0}],"subtotal":"$2940.00","subtotal_cents":294000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$2940.00","total_cents":294000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2940.00","balance_cents":294000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T08:15:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

5. 5.send_invoicewrite

   {"invoice_id":"INV-1052"}

   {"sent_to":"billing@kestrel-logistics.example","invoice":{"invoice_id":"INV-1052","status":"sent","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","billing_email":"billing@kestrel-logistics.example","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","notes":"","lines":[{"line_id":"ln-1052-1","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-exempt","tax_rate":"Exempt 0%","net":"$2400.00","net_cents":240000,"tax":"$0.00","tax_cents":0,"line_total":"$2400.00","line_total_cents":240000,"credited_quantity":0},{"line_id":"ln-1052-2","item_id":"it-hosting","description":"Managed Hosting","quantity":12,"unit_price":"$45.00","unit_price_cents":4500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$540.00","net_cents":54000,"tax":"$0.00","tax_cents":0,"line_total":"$540.00","line_total_cents":54000,"credited_quantity":0}],"subtotal":"$2940.00","subtotal_cents":294000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$2940.00","total_cents":294000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$2940.00","balance_cents":294000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T08:15:00.000Z","sent_at":"2026-03-09T09:00:35.000Z","sent_to":"billing@kestrel-logistics.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}}