Credit notes not yet coming through

Ticketclosed

Rufforth Bakeries · Credit notes not yet coming through

Credit notes were not showing after the orders feed was connected for retail accounts. Kate Ormerod said they need their own connection setting; Melanie Scaife reported finance could now see them.

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What happened

What this says

As at Fri 9 Oct 2026

Credit notes were not showing after the orders feed was connected for retail accounts. Kate Ormerod said they need their own connection setting; Melanie Scaife reported finance could now see them.

Problem: Melanie Scaife said credit notes were not showing after the orders feed was connected for all retail accounts.

Handling: Kate Ormerod explained that credit notes need their own connection setting, and Melanie reported on 14 Apr 2026 that finance could now see them. The ticket closed on 25 Apr 2026, but the record does not show Kate confirming the full set of settings Melanie asked about.

Watch: Melanie asked for confirmation that everything needed was in place, and that confirmation is not in the record.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryonboarding

Channelemail

First response (min)177

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created · Melanie Scaife 13 Apr 2026 16:16
Hi, we now have the orders feed coming into B-Viz for all our retail accounts, but the credit notes aren't showing yet. Could you help us get those connected so the team has the full picture before the next review? Thanks, Melanie
Public reply · Kate Ormerod 13 Apr 2026 19:13
Hi Melanie, thanks for the detail. The credit notes come from a separate source, so they need their own connection setting before they appear. I'll go through what to look for with you, and then we can check the first batch together. Thanks, Kate
Public reply · Melanie Scaife 14 Apr 2026 13:48
Thanks Kate. I've passed the settings on to our finance team and they say the credit notes are now showing. Could you confirm that's everything we need? Melanie
Status change · Kate Ormerod 21 Apr 2026 14:44
Status change · 25 Apr 2026 23:59

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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

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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.

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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.
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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.

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