Use “Add something billable” in Recued. Anything you can charge for that is not logged time — a fixed fee, materials, a call-out. A negative amount is a credit.
Add something billable
Use “Add something billable” in Recued. Anything you can charge for that is not logged time — a fixed fee, materials, a call-out. A negative amount is a credit.
Complete workflow
Invoice Book
12 pinned recipes
Use Invoice Book in Recued for invoicing, receivables, getting paid, and freelance. It includes 18 built-in actions and 11 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Issue an invoice” in Recued. Turn the entries you picked into an invoice: lines frozen at issue time, total computed once from minutes, and a balance that payments come off.
Use “Record a payment” in Recued. Take a payment off an invoice's balance. Part payments are supported; overpayment is refused rather than absorbed, and the invoice settles when the balance reaches zero.
Use “Who owes you” in Recued. Every open invoice with what is outstanding, which are overdue, and the oldest one still unpaid.
Use “What each client owes” in Recued. One line per client: what is outstanding, across how many invoices, and how long the oldest has been due.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Show all 12 recipes
Use “Delete a pending item” in Recued. Remove something from the pending list. If it came from logged hours, you choose whether those hours go back on the unbilled list or get deleted with it.
Use “Pull hours into pending items” in Recued. Turn unbilled time entries into pending billable items, priced at a rate you give.
Use “What could go on an invoice” in Recued. Everything billable and not yet invoiced — hours you pulled across and fees you typed in — each with its id, so you can choose.
Use “Carry a balance forward” in Recued. Close a part-paid invoice and issue a new one for exactly what is left, with the VAT carried in proportion. The new invoice takes no items.
Use “One invoice” in Recued. Open one invoice from the list that names it, and read everything recorded about that invoice on one page.
Use “One billable item” in Recued. Open one billable item from the list that names it, and read everything recorded about that billable item on one page.
Typing one in
Not everything billable is an hour. A fixed fee, three doors supplied and fitted, a call-out charge, materials at cost — you type it, it waits, and it goes on an invoice when you pick it.
⛔ This is the reason the pack does not require the time log. invoice-book was, briefly, only able to invoice logged hours — which made an invoice book that could not invoice most of what a trade or an agency actually bills for.
⚠ Pending is a real place, not a staging trick. An item you typed and did not invoice this week is still there next week. That is the whole point: the thing you scribble down before you invoice is precisely the thing that gets forgotten.
⚠ quantity and unit_price are for reading only. The amount is what gets invoiced — if the two disagree, the amount wins, because it is the number you decided on.
A negative amount is a credit
A cash voucher, a goodwill discount, a returned part: type it with a minus and it comes off the invoice it lands on. Same pending list, same pick-and-invoice flow — a credit is not a special kind of document here, it is a line with a minus.
⛔ The floor moved from the ITEM to the DOCUMENT. This recipe used to refuse anything not greater than zero, which also refused every voucher. The constraint that actually matters was never about the line — it is that an invoice cannot total zero or less. issue-invoice holds that now, and it is the right place: a credit is only meaningful net of the charges beside it.
⚠ Zero is still refused. A nil line bills nothing and credits nothing, and reads as an unfinished entry.
⚠ VAT does not follow it. VAT is a number you type on the invoice, so if a voucher reduces the VAT-able base, reduce what you type. The pack records tax, it never computes it.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (20 steps)
description
trim
Trim whitespace from setting description
contact_raw
trim
Trim whitespace from setting client contact
client_contact
lowercase
Convert contact raw to lowercase
note
trim
Trim whitespace from setting note
now_iso
date_add
Add 0 seconds to
today_local
date_format
Format as a date
today
default
Apply default
occurred_in
trim
Trim whitespace from setting occurred on
occurred_on
default
Apply default
occ_len
string_length
Apply string_length
occ_seg
split
Split occurred on into parts
occ_segs
count
Count items in occ seg
occ_year
string_length
Apply string_length
amount_nonzero
compare
Check if setting amount does not equal 0
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
create
recued-core.invoice-book.billable_item.create
Create billable item on invoice book
is_credit
compare
Check if setting amount is less than 0
kind
ternary
Apply ternary
card
to_summary
Format results as a summary card
▼
Output
summary
card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
amount
setting
=
0
quantity
setting
=
1
unit price
setting
=
0
description
setting
=
[object Object]
occurred on
setting
=
client contact
setting
=
Uses (1 operation)
Pack operation
Create billable item on invoice book
recued-core.invoice-book.billable_item.create
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Write
Pack
Invoice Book
external change
Write: billable_item.create · No approval