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Olivia Grant

Question about an invoice and purchase order reference

Ticketclosed

Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · Question about an invoice and purchase order reference

Kirsty Hepworth needed a reissued invoice with the purchase order reference before finance could pay. BG-Demo's billing team agreed to reissue it to the shared finance inbox.

Priority high

What happened

What this says

As at Fri 9 Oct 2026

Kirsty Hepworth needed a reissued invoice with the purchase order reference before finance could pay. BG-Demo's billing team agreed to reissue it to the shared finance inbox.

Problem: The invoice lacked the purchase order reference that the customer's finance team needs before releasing payment.

Handling: Olivia Grant passed the request to billing and confirmed the reissued copy would go to the shared finance inbox. The ticket closed on 21 Mar 2026.

Watch: The evidence does not show whether the reissued invoice was sent.

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

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categorybilling
Channelemail
First response (min)54
CSAT5
Helpdeskmade from

Trail

  1. Kirsty Hepworth
    created · Kirsty Hepworth 11 Mar 2026 10:18
    Hello, our finance team has asked for the purchase order reference to be on the invoice before they can release payment, and the invoice we received doesn't have it. Could you tell me whether it can be reissued with the reference on it, and who we should send the reference to? We'd like to get this sorted this week, as they run payments on a fixed day. Thanks, Kirsty
  2. Kirsty Hepworth
    Public reply · Kirsty Hepworth 11 Mar 2026 10:48
    Sorry, one more thing: the finance contact is our finance director's office, and they'd like the reissued invoice sent to the shared finance inbox rather than to me. Thanks, Kirsty
  3. Olivia Grant
    Public reply · Olivia Grant 11 Mar 2026 11:12
    Hi Kirsty, thanks for the detail. I've passed the request to our billing team and asked them to reissue the invoice with the purchase order reference on it. I'll copy the shared finance inbox in once they've confirmed the address. Could you confirm exactly which reference your finance team needs to see, as it's written on your purchase order? Olivia
  4. Kirsty Hepworth
    Public reply · Kirsty Hepworth 11 Mar 2026 11:50
    Hi Olivia, the reference is the one on our purchase order. I'll send the exact wording in a separate email so nothing gets typed wrong. Can you let me know when the reissued copy has gone? I'm trying to give them a date. Thanks, Kirsty
  5. Olivia Grant
    Public reply · Olivia Grant 11 Mar 2026 14:08
    Hi Kirsty, thanks, that's perfect. Our billing team have confirmed the new copy will go to the shared finance inbox you named, with the purchase order reference on it. I'll let you know as soon as it has gone. Once your finance team has it, let me know and I'll mark this as sorted. Thanks, Olivia
  6. Olivia Grant
    Status change · Olivia Grant 17 Mar 2026 10:02
  7. Status change · 21 Mar 2026 23:59
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