Correct a payment applied to the wrong customer and show the effect

About this exercise

You're correcting a payment applied to a similarly named customer. Write a prompt for plain text with lines starting "Wrong customer:", "Correct customer:", "Subledger steps:", "GL entry:", "Effect:" and "Confirm:". The GL entry line says whether a general ledger entry is needed and why. The Confirm line is one question to verify before posting. Show the math. Under 110 words.

Common mistakes when you ask AI for this

• Writing a GL entry. The AI debits and credits AR accounts. Try: Add: "Say whether a GL entry is needed; both customers are in the same control account."
• Missing the side effect. The AI forgets INV-2090 becomes past due again. Try: Add: "Effect: show both invoice balances after the fix."
• Contacting customers. The AI drafts emails to both customers. Try: Add: "Lines only; no emails."
• Skipping the question. The AI posts without a check. Try: Add: "Confirm: one question to verify before posting."
• Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
• Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each part short.

What a strong prompt includes

• Names the six lines
• Explains the control account
• Shows the effect
• Frames the confirm line as a question
• Caps length

Practice this now ↑

Related exercises

• Accrue goods received but not invoiced at PO price (Finance AI · Accountants)
• Accrue unbilled legal fees from a range using the midpoint policy (Finance AI · Accountants)
• Accrue unpaid wages for the working days after the last pay period (Finance AI · Accountants)
• Age a returns queue in business days and flag the ones over the limit (Customer Support & Success AI · Customer support teams)
• Age open purchase orders and assign an action for each (Finance AI · Accountants)