Send the right invoice, without an add-on that isn't live

Verifier checks

Score 0.86 · 6 of 7 checks passed

• Asked which invoice before changing anything (two drafts are waiting)
• Premium support was taken off the January invoice: its setup (WEB-323) isn't done
• The Enterprise plan line is unchangedit-enterprise
• INV-2053 was sent to Brightwave's billing email on filesent → finance@brightwave.example
• INV-2054 (integration phase 2) is still a draft
• No collateral changes outside what the task requires
• Finished within the step budget (25)9 steps

Tool calls

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

1. 1.ledgerline_list_customersread

   {"query":"Brightwave"}

   {"count":1,"customers":[{"customer_id":"c-brightwave","name":"Brightwave Systems","email":"finance@brightwave.example","country":"Mexico","payment_terms":"Net 45","payment_terms_days":45,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":1,"open_balance":"$7500.00","open_balance_cents":750000,"credit_balance":"$0.00","credit_balance_cents":0}]}

2. 2.ledgerline_list_invoicesread

   {"customer_id":"c-brightwave"}

   {"as_of":"2026-01-12","count":3,"invoices":[{"invoice_id":"INV-2041","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"overdue","issue_date":"2025-11-20","due_date":"2026-01-04","days_overdue":8,"po_number":null,"total":"$7500.00","total_cents":750000,"balance":"$7500.00","balance_cents":750000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2053","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"draft","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"total":"$5700.00","total_cents":570000,"balance":"$5700.00","balance_cents":570000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2054","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"draft","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"total":"$7500.00","total_cents":750000,"balance":"$7500.00","balance_cents":750000,"last_reminder_on":null,"late_fee_applied":false}]}

3. 3.ledgerline_get_customerread

   {"customer_id":"c-brightwave"}

   {"customer_id":"c-brightwave","name":"Brightwave Systems","email":"finance@brightwave.example","country":"Mexico","payment_terms":"Net 45","payment_terms_days":45,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":1,"open_balance":"$7500.00","open_balance_cents":750000,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Enterprise customer; the master services agreement is with Legal. Account owner: Mateo García. Contact: Daniel Reyes, Partnerships Director.","customer_since":"2025-05-19","invoices":[{"invoice_id":"INV-2041","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"overdue","issue_date":"2025-11-20","due_date":"2026-01-04","days_overdue":8,"po_number":null,"total":"$7500.00","total_cents":750000,"balance":"$7500.00","balance_cents":750000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2053","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"draft","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"total":"$5700.00","total_cents":570000,"balance":"$5700.00","balance_cents":570000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2054","customer_id":"c-brightwave","customer_name":"Brightwave Systems","status":"draft","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"total":"$7500.00","total_cents":750000,"balance":"$7500.00","balance_cents":750000,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

4. 4.ledgerline_get_invoiceread

   {"invoice_id":"INV-2054"}

   {"invoice_id":"INV-2054","status":"draft","customer_id":"c-brightwave","customer_name":"Brightwave Systems","billing_email":"finance@brightwave.example","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"notes":"Integration, phase 2","lines":[{"line_id":"ln-2054-1","item_id":"it-integration","description":"Custom integration","quantity":1,"unit_price":"$7500.00","unit_price_cents":750000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$7500.00","net_cents":750000,"tax":"$0.00","tax_cents":0,"line_total":"$7500.00","line_total_cents":750000,"credited_quantity":0}],"subtotal":"$7500.00","subtotal_cents":750000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$7500.00","total_cents":750000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$7500.00","balance_cents":750000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-12T14:00:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

5. 5.ledgerline_get_invoiceread

   {"invoice_id":"INV-2053"}

   {"invoice_id":"INV-2053","status":"draft","customer_id":"c-brightwave","customer_name":"Brightwave Systems","billing_email":"finance@brightwave.example","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"notes":"January 2026 subscription","lines":[{"line_id":"ln-2053-1","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-exempt","tax_rate":"Exempt 0%","net":"$4800.00","net_cents":480000,"tax":"$0.00","tax_cents":0,"line_total":"$4800.00","line_total_cents":480000,"credited_quantity":0},{"line_id":"ln-2053-2","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-exempt","tax_rate":"Exempt 0%","net":"$900.00","net_cents":90000,"tax":"$0.00","tax_cents":0,"line_total":"$900.00","line_total_cents":90000,"credited_quantity":0}],"subtotal":"$5700.00","subtotal_cents":570000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$5700.00","total_cents":570000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$5700.00","balance_cents":570000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-12T14:00:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

6. 6.crewboard_search_issuesread

   {"open_only":true,"query":"support","label":"cust-brightwave"}

   {"count":2,"issues":[{"key":"WEB-323","project":"WEB","type":"task","title":"Premium support onboarding for Brightwave","status":"in_progress","resolution":null,"priority":"P2","assignee":"Samuel Adeyemi","assignee_id":"u-samuel","labels":["setup","cust-brightwave","support"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-05T10:30:00.000Z","updated_at":"2026-01-07T09:00:00.000Z"},{"key":"WEB-327","project":"WEB","type":"bug","title":"Brightwave: CSV export times out for large workspaces","status":"todo","resolution":null,"priority":"P3","assignee":null,"assignee_id":null,"labels":["cust-brightwave"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-12T13:40:00.000Z","updated_at":"2026-01-12T13:40:00.000Z"}]}

7. 7.crewboard_get_issueread

   {"key":"WEB-323"}

   {"key":"WEB-323","project":"WEB","type":"task","title":"Premium support onboarding for Brightwave","status":"in_progress","resolution":null,"priority":"P2","assignee":"Samuel Adeyemi","assignee_id":"u-samuel","labels":["setup","cust-brightwave","support"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2026-01-05T10:30:00.000Z","updated_at":"2026-01-07T09:00:00.000Z","description":"Set up Brightwave's dedicated support channel and named engineer. Premium support starts for them once this is done.","status_label":"In Progress","in_status_since":"2026-01-07T09:00:00.000Z","resolved_at":null,"reporter":"Liam O'Brien","reporter_id":"u-liam","sprint_state":null,"epic":null,"children":[],"blocked_by_open_issues":[],"links":[],"comments":[],"history":[{"at":"2026-01-05T10:30:00.000Z","by":"Liam O'Brien","field":"created","from":null,"to":null},{"at":"2026-01-05T11:30:00.000Z","by":"Liam O'Brien","field":"assignee","from":null,"to":"Samuel Adeyemi"},{"at":"2026-01-07T09:00:00.000Z","by":"Samuel Adeyemi","field":"status","from":"todo","to":"in_progress"}]}

8. 8.ledgerline_update_invoicewrite

   {"invoice_id":"INV-2053","line_updates":[{"remove":true,"line_id":"ln-2053-2"}]}

   {"invoice_id":"INV-2053","status":"draft","customer_id":"c-brightwave","customer_name":"Brightwave Systems","billing_email":"finance@brightwave.example","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"notes":"January 2026 subscription","lines":[{"line_id":"ln-2053-1","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-exempt","tax_rate":"Exempt 0%","net":"$4800.00","net_cents":480000,"tax":"$0.00","tax_cents":0,"line_total":"$4800.00","line_total_cents":480000,"credited_quantity":0}],"subtotal":"$4800.00","subtotal_cents":480000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$4800.00","total_cents":480000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$4800.00","balance_cents":480000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-12T14:00:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

9. 9.ledgerline_send_invoicewrite

   {"invoice_id":"INV-2053"}

   {"sent_to":"finance@brightwave.example","invoice":{"invoice_id":"INV-2053","status":"sent","customer_id":"c-brightwave","customer_name":"Brightwave Systems","billing_email":"finance@brightwave.example","issue_date":"2026-01-12","due_date":"2026-02-26","days_overdue":0,"po_number":null,"notes":"January 2026 subscription","lines":[{"line_id":"ln-2053-1","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-exempt","tax_rate":"Exempt 0%","net":"$4800.00","net_cents":480000,"tax":"$0.00","tax_cents":0,"line_total":"$4800.00","line_total_cents":480000,"credited_quantity":0}],"subtotal":"$4800.00","subtotal_cents":480000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$4800.00","total_cents":480000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$4800.00","balance_cents":480000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-12T14:00:00.000Z","sent_at":"2026-01-12T15:01:03.000Z","sent_to":"finance@brightwave.example","voided_at":null,"void_reason":null,"as_of":"2026-01-12"}}