Create a Mercury invoice intake
Use “Create a Mercury invoice intake” in Recued. Validates explicit customer, destination account, dates, and non-empty line items; fresh-reads both targets; then creates one Mercury receivable invoice after approval.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (15 steps)
customer_id_trimmed
trim
Trim whitespace from setting customer id
destination_account_id_trimmed
trim
Trim whitespace from setting destination account id
invoice_date_trimmed
trim
Trim whitespace from setting invoice date
due_date_trimmed
trim
Trim whitespace from setting due date
has_customer_id
compare
Check if customer id trimmed has data
has_account_id
compare
Check if destination account id trimmed has data
has_invoice_date
compare
Check if invoice date trimmed has data
has_due_date
compare
Check if due date trimmed has data
line_item_count
count
Count items in setting line items
has_line_items
compare
Check if line item count is greater than 0
ready
all
Check if all conditions are true
customer
recued-core.mercury.customer.read
Read customer on mercury
skip: step.ready not_equal true
destination_account
recued-core.mercury.account.read
Read account on mercury
skip: step.ready not_equal true
create
recued-core.mercury.invoice.create
Create invoice on mercury
skip: step.ready not_equal true
card
to_summary
Format results as a summary card
▼
Output
summary
card
json
create.result
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
due date
setting
=
[object Object]
cc emails
setting
=
[object Object]
po number
setting
=
[object Object]
line items
setting
=
[object Object]
payer memo
setting
=
[object Object]
customer id
setting
=
[object Object]
invoice date
setting
=
[object Object]
currency code
setting
=
USD
internal note
setting
=
[object Object]
invoice number
setting
=
[object Object]
ach debit enabled
setting
=
true
credit card enabled
setting
=
false
destination account id
setting
=
[object Object]
use real account number
setting
=
false
Uses (3 operations)
Pack operation
Read customer on mercury
recued-core.mercury.customer.read
Pack operation
Read account on mercury
recued-core.mercury.account.read
Pack operation
Create invoice on mercury
recued-core.mercury.invoice.create
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.