Credit an add-on billed before it was live

Verifier checks

Score 1.00 · 6 of 6 checks passed

• One issued credit note for the whole SSO add-on line on INV-2050, and nothing elseCN-0001 on INV-2050 [ln-2050-2×1] issued
• A comment on Kestrel's SSO setup task (WEB-316) saying the add-on was creditedWEB-316: Credited SSO add-on on invoice INV-2050 because it was invoiced before setup was
• Exactly one email was sent1 sent
• Replied to Mia's email, to Mia onlyto mia.hoffmann@kestrel-labs.example
• No collateral changes outside what the task requires
• Finished within the step budget (30)11 steps

Tool calls

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

1. 1.daybook_search_mailread

   {"query":"Kestrel SSO"}

   {"count":1,"threads":[{"thread_id":"th-9006","subject":"INV-2050 charges us for SSO","folder":"inbox","labels":[],"starred":false,"unread":true,"message_count":1,"senders":["Mia Hoffmann"],"last_message_id":"m-9006-1","last_from":"Mia Hoffmann <mia.hoffmann@kestrel-labs.example>","last_sent_at":"2026-01-12T09:30:00Z","last_sent_local":"Mon, Jan 12, 4:30 AM","snippet":"Hello Avery, Our January invoice, INV-2050, includes the SSO add-on, but SSO isn't live for us yet: your team is still setting it up with...","attachment_count":0}]}

2. 2.crewboard_search_issuesread

   {"query":"SSO Kestrel"}

   {"count":1,"issues":[{"key":"WEB-316","project":"WEB","type":"task","title":"Set up SSO for Kestrel Labs","status":"in_review","resolution":null,"priority":"P2","assignee":"Felix Wagner","assignee_id":"u-felix","labels":["setup","cust-kestrel","sso"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-29T11:00:00.000Z","updated_at":"2026-01-09T15:05:00.000Z"}]}

3. 3.ledgerline_list_customersread

   {"query":"Kestrel"}

   {"count":1,"customers":[{"customer_id":"c-kestrel","name":"Kestrel Labs","email":"accounts@kestrel-labs.example","country":"Austria","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":"$1800.00","open_balance_cents":180000,"credit_balance":"$0.00","credit_balance_cents":0}]}

4. 4.ledgerline_get_customerread

   {"customer_id":"c-kestrel"}

   {"customer_id":"c-kestrel","name":"Kestrel Labs","email":"accounts@kestrel-labs.example","country":"Austria","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":"$1800.00","open_balance_cents":180000,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Team plan, billed in USD; export of services. Account owner: Liam O'Brien. Contact: Mia Hoffmann, Head of Partnerships.","customer_since":"2025-03-10","invoices":[{"invoice_id":"INV-2035","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-10-01","due_date":"2025-10-31","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2038","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-11-01","due_date":"2025-12-01","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2045","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"paid","issue_date":"2025-12-01","due_date":"2025-12-31","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"sent","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$1800.00","total_cents":180000,"balance":"$1800.00","balance_cents":180000,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

5. 5.crewboard_get_issueread

   {"key":"WEB-316"}

   {"key":"WEB-316","project":"WEB","type":"task","title":"Set up SSO for Kestrel Labs","status":"in_review","resolution":null,"priority":"P2","assignee":"Felix Wagner","assignee_id":"u-felix","labels":["setup","cust-kestrel","sso"],"sprint":null,"sprint_id":null,"story_points":null,"epic_key":null,"created_at":"2025-12-29T11:00:00.000Z","updated_at":"2026-01-09T15:05:00.000Z","description":"Configure SAML SSO for Kestrel's Microsoft Entra tenant and test with their IT team. The SSO add-on is live for them once this is done.","status_label":"In Review","in_status_since":"2026-01-09T15:00:00.000Z","resolved_at":null,"reporter":"Liam O'Brien","reporter_id":"u-liam","sprint_state":null,"epic":null,"children":[],"blocked_by_open_issues":[],"links":[],"comments":[{"comment_id":"cm-4","author":"Felix Wagner","author_id":"u-felix","at":"2026-01-09T15:05:00.000Z","body":"Configured; waiting for Kestrel's IT team to test the login before we switch it on."}],"history":[{"at":"2025-12-29T11:00:00.000Z","by":"Liam O'Brien","field":"created","from":null,"to":null},{"at":"2025-12-29T12:00:00.000Z","by":"Liam O'Brien","field":"assignee","from":null,"to":"Felix Wagner"},{"at":"2026-01-08T03:00:00.000Z","by":"Felix Wagner","field":"status","from":"todo","to":"in_progress"},{"at":"2026-01-09T15:00:00.000Z","by":"Felix Wagner","field":"status","from":"in_progress","to":"in_review"}]}

6. 6.daybook_search_contactsread

   {"query":"Mia Hoffmann"}

   {"count":1,"contacts":[{"contact_id":"x-mia","name":"Mia Hoffmann","email":"mia.hoffmann@kestrel-labs.example","kind":"external","title":"Head of Partnerships","team":null,"company":"Kestrel Labs","timezone":"Europe/Vienna","utc_offset":"+01:00","working_hours":"09:00–17:00 local, Mon–Fri","local_time_now":"Mon, Jan 12 16:00"}]}

7. 7.ledgerline_get_invoiceread

   {"invoice_id":"INV-2050"}

   {"invoice_id":"INV-2050","status":"sent","customer_id":"c-kestrel","customer_name":"Kestrel Labs","billing_email":"accounts@kestrel-labs.example","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"notes":"","lines":[{"line_id":"ln-2050-1","item_id":"it-team","description":"Team plan","quantity":1,"unit_price":"$1200.00","unit_price_cents":120000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$1200.00","net_cents":120000,"tax":"$0.00","tax_cents":0,"line_total":"$1200.00","line_total_cents":120000,"credited_quantity":0},{"line_id":"ln-2050-2","item_id":"it-sso","description":"SSO add-on","quantity":1,"unit_price":"$600.00","unit_price_cents":60000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$600.00","net_cents":60000,"tax":"$0.00","tax_cents":0,"line_total":"$600.00","line_total_cents":60000,"credited_quantity":0}],"subtotal":"$1800.00","subtotal_cents":180000,"discounts":"$0.00","discounts_cents":0,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$1800.00","total_cents":180000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$1800.00","balance_cents":180000,"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":"accounts@kestrel-labs.example","voided_at":null,"void_reason":null,"as_of":"2026-01-12"}

8. 8.ledgerline_create_credit_notewrite

   {"lines":[{"line_id":"ln-2050-2","quantity":1}],"invoice_id":"INV-2050","reason":"SSO add-on invoiced before setup was complete"}

   {"credit_note_id":"CN-0001","status":"draft","invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","reason":"SSO add-on invoiced before setup was complete","lines":[{"invoice_line_id":"ln-2050-2","description":"SSO add-on","quantity":1,"unit_price":"$600.00","discount_pct":0,"tax_rate_id":"tax-exempt","net":"$600.00","tax":"$0.00","tax_cents":0,"line_total":"$600.00","line_total_cents":60000}],"subtotal":"$600.00","subtotal_cents":60000,"tax":"$0.00","tax_cents":0,"total":"$600.00","total_cents":60000,"applied_to_invoice":"$0.00","applied_to_invoice_cents":0,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:56.000Z","issued_at":null}

9. 9.crewboard_add_commentwrite

   {"key":"WEB-316","body":"Credited SSO add-on on invoice INV-2050 because it was invoiced before setup was complete."}

   {"key":"WEB-316","comment_id":"c-7001","at":"2026-01-12T15:01:03.000Z","comment_count":2}

10. 10.ledgerline_issue_credit_notewrite

    {"credit_note_id":"CN-0001"}

    {"credit_note":{"credit_note_id":"CN-0001","status":"issued","invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","reason":"SSO add-on invoiced before setup was complete","lines":[{"invoice_line_id":"ln-2050-2","description":"SSO add-on","quantity":1,"unit_price":"$600.00","discount_pct":0,"tax_rate_id":"tax-exempt","net":"$600.00","tax":"$0.00","tax_cents":0,"line_total":"$600.00","line_total_cents":60000}],"subtotal":"$600.00","subtotal_cents":60000,"tax":"$0.00","tax_cents":0,"total":"$600.00","total_cents":60000,"applied_to_invoice":"$600.00","applied_to_invoice_cents":60000,"held_as_customer_credit":"$0.00","held_as_customer_credit_cents":0,"created_at":"2026-01-12T15:00:56.000Z","issued_at":"2026-01-12T15:01:10.000Z"},"invoice":{"invoice_id":"INV-2050","customer_id":"c-kestrel","customer_name":"Kestrel Labs","status":"partially_paid","issue_date":"2026-01-02","due_date":"2026-02-01","days_overdue":0,"po_number":null,"total":"$1800.00","total_cents":180000,"balance":"$1200.00","balance_cents":120000,"last_reminder_on":null,"late_fee_applied":false},"customer_credit_balance":"$0.00","customer_credit_balance_cents":0}

11. 11.daybook_reply_to_messagewrite

    {"body":"Hi Mia,\n\nThanks for reaching out. You're completely right—the SSO add-on should not have been billed before setup was finished. I've issued a credit note for the $600 SSO charge on invoice INV-2050, which brings your balance down to $1,200.00 for the Team plan. \n\nBest,\nAvery","message_id":"m-9006-1"}

    {"sent":true,"thread_id":"th-9006","message_id":"m-7001","subject":"Re: INV-2050 charges us for SSO","to":["Mia Hoffmann <mia.hoffmann@kestrel-labs.example>"],"cc":[],"attachments":[]}