Question about our annual invoice

Ticketclosed

Kelbrook Mutual Insurance · Question about our annual invoice

Rebecca Ainsworth asked what the £56k annual invoice covers for 80 licensed users, and when the term ends, before renewal talks with the schools team. Bethan Lister said she would check the order form.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Rebecca Ainsworth asked what the £56k annual invoice covers for 80 licensed users, and when the term ends, before renewal talks with the schools team. Bethan Lister said she would check the order form.

Problem: Rebecca Ainsworth could not see which part of the annual invoice covered 80 licensed users, and wanted the term end she believed was 16 Jan 2026 confirmed in writing.

Handling: Bethan Lister said she would check the order form and the invoice together, since the order form sets the contracted terms.

Watch: this is a renewal signal, and the evidence does not show the confirmed answer before the ticket closed on 14 Jun 2025.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorybilling

Channelweb

First response (min)473

Helpdeskmade from

Trail

created · Rebecca Ainsworth 30 May 2025 09:56
Hello, I'm checking our annual subscription invoice against what we agreed before we send anything to finance. The figure on it is £55,800 for the year, but I can't see which part of the invoice covers our 80 licensed users, or how the term end is set. Could someone confirm what the line covers and the date the term ends? I believe it's 16 Jan 2026, but I'd rather have it confirmed in writing before we start the renewal conversations with the schools team. Kind regards, Rebecca
Public reply · Bethan Lister 30 May 2025 17:49
Hi Rebecca, just so I've got this right: you want to confirm the annual figure of £55,800 against the 80 licensed users, and check the term end date of 16 Jan 2026. I've picked this up. I'll look at the order form and the invoice together, since the order form sets the contracted terms, and come back to you with what each line covers. Would you let me know which invoice you have open, so I can match the line to the right one? I'll update you on this ticket as soon as I've checked, but I won't guess at the wording. Thanks, Bethan
Status change · Bethan Lister 10 Jun 2025 15:43
Status change · 14 Jun 2025 23:59

Helpdeskmade from

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

Open as a page

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.

Help