Invoice INV-237-0002 from BG-Demo

Email thread

Billing email from Rachel Dunmore sending the Growth subscription invoice for 40 licensed users and asking for a PO number. There is no customer response in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

Billing email from Rachel Dunmore sending the Growth subscription invoice for 40 licensed users and asking for a PO number. There is no customer response in the thread.

Ask: Rachel asks Morag Galbraith to confirm the PO number so it can be quoted on the ledger entry, and to say if the invoice does not match her records.

Customer view: there is no customer response in the thread, so acceptance of the invoice and the PO are not shown.

Next: payment is due by 12 Mar 2025. Accounting records would show whether it was paid.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

Typebilling

Messages1

First message2025-02-10

Last message2025-02-10

Emailmade from

Messages

Rachel Dunmore 10 Feb 2025 14:47
to Morag Galbraith
Dear Morag, Please find attached invoice INV-237-0002, issued today, 10 Feb 2025, for the Growth subscription covering 40 licensed users, for your records. Net amount: £39,600 VAT: £7,920 Gross amount: £47,520 Payment is due by 12 Mar 2025. Could you confirm the PO number so I can quote it on the ledger entry? Please reply to this email if anything on the invoice does not match your records. Kind regards, Rachel Dunmore, Finance Manager

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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