Find customer
resolve_customerResolve a customer name for an invoice draft against this company's real customers. Statuses: resolved (with id + the customer's current A/R balance, outstandingBalance — the credit-check-in-chat moment. It is NET: open invoices less any payment posted to this customer but not yet matched to an invoice, so it can be lower than the invoices add up to, and zero or NEGATIVE when they have paid ahead — say so rather than calling it a debt), ambiguous (with candidates), or none. When there is no exact/prefix match but existing customers look CLOSE (nearMiss:true), the name is likely salesperson shorthand for one of them ("JJ Dungun" for "PERNIAGAAN JJ") — ask the user which one; only file as new if they confirm it is genuinely new. Never guess among candidates — ask the user.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes |