{"id":"acct-invoice-quantity-correction-credit-rebill","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Fill a credit-and-rebill template for a wrong invoice quantity","free":false,"task":"You're correcting an invoice sent with the wrong quantity. Write a prompt that fills a plain-text template with lines starting \"Credit memo:\", \"Rebill invoice:\", \"Net change:\" and \"Customer note:\". Use the quantity the customer ordered and we shipped. Credit the whole original invoice, then rebill the correct amount. The Customer note is one polite sentence with no blame. Show the math. Under 80 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"INVOICE CORRECTION FILE - Cedar Dental\n\nOriginal invoice INV-2201, dated Oct 14: 12 units of intraoral cameras at $450 each = $5,400. Not yet paid.\nCustomer purchase order PO-7719: 10 units at $450 each.\nWarehouse shipping log: 10 units shipped Oct 12 and signed for.\nSales order entered by the sales team: 12 units (keying error, confirmed by the sales manager).\n\nCompany procedure for invoice corrections: never edit a sent invoice. Issue a credit memo for the full original invoice, then issue a new invoice for the correct amount.\n\nCustomer contact: Dr. Hana Lee. Payment terms: Net 30 from invoice date. The new invoice will carry the original invoice date so the due date does not move. Tax is not charged on this order. The AR clerk will post both documents today.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"promptHints":[{"label":"Names the four lines","patterns":["credit memo","rebill invoice","net change","customer note"]},{"label":"Uses the shipped quantity","patterns":["10 units","shipped","ordered"]},{"label":"Credits the whole invoice","patterns":["whole","full","original invoice"]},{"label":"Asks for the math","patterns":["show the math","x \\$450","math"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using the sales order","why":"The AI rebills 12 units.","fix":"Say: \"Use the quantity ordered and shipped, 10 units.\"","checks":["r1"]},{"title":"Crediting only the difference","why":"The AI credits $900 and keeps the old invoice.","fix":"Add: \"Credit the whole original invoice, then rebill.\"","checks":["r1"]},{"title":"Assigning blame","why":"The AI explains our keying error to the customer.","fix":"Add: \"One polite sentence, no blame.\"","checks":["r2"]},{"title":"Missing labels","why":"The AI writes a paragraph.","fix":"Add: \"Four lines with these exact labels.\"","checks":["r0"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"Corrections follow the company's procedure. Name the quantity that wins and say what gets credited.","rubricLabels":["The four lines start with \"Credit memo:\", \"Rebill invoice:\", \"Net change:\" and \"Customer note:\" in that order","Credit memo shows $5,400 for INV-2201 and Rebill invoice shows 10 x $450 = $4,500","Net change shows $4,500 - $5,400 = -$900, and the Customer note is polite, under 25 words, and does not blame the customer or mention the keying error"]}