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.
Carry a balance forward
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.
Complete workflow
Invoice Book
10 pinned recipes
Use Invoice Book in Recued for invoicing, receivables, getting paid, and freelance. It includes 17 built-in actions and 9 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 10 recipes
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.
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.
Carrying a balance forward
A client pays part of an invoice and you want the rest on a document of its own. This closes the original and issues a new invoice for exactly what is left.
⛔⛔ THE NEW INVOICE TAKES NO ITEMS, AND THAT IS THE WHOLE POINT. The balance carried forward already has VAT inside it. Add a fresh billable item alongside it and its tax compounds on tax you have already charged — the client is billed twice for the same VAT and the figure looks perfectly ordinary. New work goes on a new invoice; this document does one thing.
⛔ The VAT split is carried in PROPORTION, not recalculated. The remainder inherits the original's own net-to-VAT ratio, VAT is rounded once and the net is whatever is left, so the two always add to the total exactly. No rate is applied and none is inferred — the pack is dividing a number you already decided.
⚠ The original keeps its outstanding figure and stops being chased. Its status becomes carried_forward, which is what takes it out of list-open-invoices. Nothing is restated: it still says it was for 2,220, that 1,000 arrived, and that 1,220 went somewhere — and carried_to says where.
⚠ A settled invoice cannot be carried, and neither can one nothing has been paid against — that is not a carry-forward, it is just an invoice you have already issued.
⚠ It sends nothing. The client needs the new document; getting it to them is yours.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (37 steps)
invoice_id
trim
Trim whitespace from setting invoice id
new_ref
trim
Trim whitespace from setting new ref
inputs_ok
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs ok equals
source
?
found
compare
Check if source record id has data
found_guard
guard
Stop if found equals
is_open
compare
Check if source record status equals open
open_guard
guard
Stop if is open equals
paid_so_far
math
Calculate: round({{step.source.record.amount_paid}} * 100) / 100
something_paid
compare
Check if paid so far is greater than 0
paid_guard
guard
Stop if something paid equals
remaining
math
Calculate: round({{step.source.record.outstanding}} * 100) / 100
has_balance
compare
Check if remaining is greater than 0
balance_guard
guard
Stop if has balance equals
ref_check
?
ref_rows
default
Apply default
ref_count
count
Count items in ref rows
ref_taken
compare
Check if ref count is greater than 0
ref_guard
guard
Stop if ref taken equals
vat_share
math
Calculate: round({{step.remaining}} * {{step.source.record.vat_amount}} / max({{step.source.record.total}}, 1) * 100) / 100
net_share
math
Calculate: round(({{step.remaining}} - {{step.vat_share}}) * 100) / 100
total_text
template
Generate text from a template
vat_text
template
Generate text from a template
net_text
template
Generate text from a template
zero
template
Generate text from a template
line
template
Generate text from a template
now_iso
date_add
Add 0 seconds to
issued_parts
split
Split now iso into parts
issued_on
default
Apply default
due_iso
date_add
Add setting payment terms days days to
due_parts
split
Split due iso into parts
due_on
default
Apply default
lines_json
json_stringify
Apply json_stringify
create
?
close_source
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
new ref
setting
=
[object Object]
invoice id
setting
=
[object Object]
payment terms days
setting
=
30