Credit a customer for an outage that's been fixed

Verifier checks

Score 1.00 · 6 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] issued
• Exactly one email was sent1 sent
• Replied to Jordan's email, to Jordan onlyto jordan.blake@halcyon-health.example
• The reply mentions the credit
• No collateral changes outside what the task requires
• Finished within the step budget (30)9 steps

Tool calls

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

1. 1.crewboard_search_issuesread

   {"query":"SSO","label":"cust-halcyon"}

   {"count":1,"issues":[{"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"}

   {"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_get_customerread

   {"customer_id":"c-halcyon"}

   {"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,"notes":"Enterprise customer since 2024. Account owner: Mateo García (Sales). Day-to-day contact: Jordan Blake, VP Operations (jordan.blake@halcyon-health.example).","customer_since":"2024-06-03","invoices":[{"invoice_id":"INV-2042","customer_id":"c-halcyon","customer_name":"Halcyon Health","status":"overdue","issue_date":"2025-11-24","due_date":"2025-12-24","days_overdue":19,"po_number":null,"total":"$5001.15","total_cents":500115,"balance":"$5001.15","balance_cents":500115,"last_reminder_on":"2025-12-29","late_fee_applied":false},{"invoice_id":"INV-2043","customer_id":"c-halcyon","customer_name":"Halcyon Health","status":"paid","issue_date":"2025-12-01","due_date":"2025-12-31","days_overdue":0,"po_number":null,"total":"$5985.00","total_cents":598500,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"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}],"credit_notes":[]}

4. 4.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"}

5. 5.ledgerline_create_credit_notewrite

   {"reason":"Service credit for SSO outage (WEB-312)","lines":[{"line_id":"ln-2049-1","quantity":0.1}],"invoice_id":"INV-2049"}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-2049","customer_id":"c-halcyon","customer_name":"Halcyon Health","reason":"Service credit for SSO outage (WEB-312)","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":"2026-01-12T15:00:35.000Z","issued_at":null}

6. 6.ledgerline_issue_credit_notewrite

   {"credit_note_id":"CN-0001"}

   {"credit_note":{"credit_note_id":"CN-0001","status":"issued","invoice_id":"INV-2049","customer_id":"c-halcyon","customer_name":"Halcyon Health","reason":"Service credit for SSO outage (WEB-312)","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":"$504.00","applied_to_invoice_cents":50400,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:35.000Z","issued_at":"2026-01-12T15:00:42.000Z"},"invoice":{"invoice_id":"INV-2049","customer_id":"c-halcyon","customer_name":"Halcyon Health","status":"partially_paid","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$5985.00","total_cents":598500,"balance":"$5481.00","balance_cents":548100,"last_reminder_on":null,"late_fee_applied":false},"customer_credit_balance":"$0.00","customer_credit_balance_cents":0}

7. 7.daybook_search_mailread

   {"query":"Halcyon SSO"}

   {"count":2,"threads":[{"thread_id":"th-9001","subject":"SSO outage: clinicians locked out","folder":"inbox","labels":[],"starred":false,"unread":false,"message_count":1,"senders":["Jordan Blake"],"last_message_id":"m-9001-1","last_from":"Jordan Blake <jordan.blake@halcyon-health.example>","last_sent_at":"2026-01-07T16:05:00Z","last_sent_local":"Wed, Jan 7, 11:05 AM","snippet":"Hi Avery, Since yesterday our clinicians are stuck in a login loop when they sign in with SSO. Nobody can get in, and we're back to paper...","attachment_count":0},{"thread_id":"th-2006","subject":"Halcyon Health: SSO questions","folder":"archive","labels":["Customers"],"starred":false,"unread":false,"message_count":1,"senders":["Mateo García"],"last_message_id":"m-2006-1","last_from":"Mateo García <mateo.garcia@northwind.example>","last_sent_at":"2026-01-06T09:05:00Z","last_sent_local":"Tue, Jan 6, 4:05 AM","snippet":"Hi Avery, Jordan's team asked whether SCIM provisioning is on the Growth plan. Do you know where that landed? Mateo","attachment_count":0}]}

8. 8.daybook_read_threadread

   {"thread_id":"th-9001"}

   {"thread_id":"th-9001","subject":"SSO outage: clinicians locked out","folder":"inbox","labels":[],"starred":false,"unread":false,"messages":[{"message_id":"m-9001-1","from":"Jordan Blake <jordan.blake@halcyon-health.example>","to":["Avery Chen <avery.chen@northwind.example>"],"cc":[],"subject":"SSO outage: clinicians locked out","sent_at":"2026-01-07T16:05:00Z","sent_local":"Wed, Jan 7, 11:05 AM","body":"Hi Avery,\n\nSince yesterday our clinicians are stuck in a login loop when they sign in with SSO. Nobody can get in, and we're back to paper charts at two clinics.\n\nThis is our second incident this quarter. Under our agreement we expect the service credit for it once it's resolved.\n\nJordan Blake\nVP Operations, Halcyon Health","attachments":[],"in_reply_to":null,"forward_of":null}],"draft_ids":[]}

9. 9.daybook_reply_to_messagewrite

   {"message_id":"m-9001-1","body":"Hi Jordan,\n\nOur engineering team has shipped the fix for the SSO login issue. Per our policy, I have applied a 10% service credit ($504.00 including tax) to your most recent invoice (INV-2049).\n\nThank you for your patience while we resolved this.\n\nBest,\nAvery","reply_all":false}

   {"sent":true,"thread_id":"th-9001","message_id":"m-7001","subject":"Re: SSO outage: clinicians locked out","to":["Jordan Blake <jordan.blake@halcyon-health.example>"],"cc":[],"attachments":[]}