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Get-paid call

Supplier bill query.

When a supplier's bill doesn't match what you agreed, rings their accounts team, names the one difference, and asks for a corrected invoice or a credit note.

Goal

Get the supplier to fix the bill: a corrected invoice or a credit note, and roughly when. If they say the bill is right, bring back their reason in their own words so you can decide.

Triggers

  • Your bill check, or your own AI, finds a supplier invoice that doesn't match: a rate above the agreed one, hours the job sheet doesn't show, a line charged twice
  • The call is ordered one at a time, for one bill, with the supplier's invoice number, the amount and the one difference

What the AI does

  • Says which business it's calling for, with the AI + recording disclosure, so an accounts team doesn't take it for a scam
  • Names the bill by the supplier's invoice number and amount, because that's how an accounts team searches
  • States the one difference you found, in one sentence, and asks for a corrected invoice or a credit note
  • Writes down what they'll send and when, or their reason the bill is right, and puts it in your inbox
  • Asks who handles invoices when it reaches the wrong person, and passes that on

What the AI won't do

  • Agree to pay the bill, or give a payment date
  • Argue about the work, or threaten to hold or short-pay
  • Work out a new total, or say any figure you didn't give it
  • Raise a second problem with the bill. If they mention one, it writes it down and leaves it with you
  • Ring twice: one call per bill, and a no-answer comes back to you

Tools available to the AI

create_message_for_ownerschedule_callbacktransfer_to_staffrecord_opt_out

Tools are typed and bounded: the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

Wrong bills get fixed before your payment run instead of after it. You get 'credit note for the four hours by Friday' or 'the extra hours were the variation Dave approved', and either way you know before you pay.

Toggle

Dashboard → Workflows → Supplier bill query. It comes on with Get Paid. Calls are ordered one bill at a time, by you or your own AI through create_call, never as a list.

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