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Wave invoice collections brief

by recued-core v4 31 views

Use “Wave invoice collections brief” in Recued. It provides a read-only Wave collections exception briefing.

Complete workflow

Use Wave Invoice Reminder Exception in Recued for invoices, collections, cashflow, and closed loop. It includes 2 ready-to-run workflows and 1 related pack in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Wave invoice collections brief” in Recued. It provides a read-only Wave collections exception briefing.

waveinvoicescollectionscashflow
by recued-core pinned v4

Use “Wave invoice reminder exception watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

waveinvoicecollectionsreminder-exception
by recued-core pinned v3
View pack details, dependencies, and permissions →
How it works 10 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (10 steps)
◆ business recued-core.wave.business.read
Read business on wave
◆ invoices_raw recued-core.wave.invoice.search
Search invoice on wave
■ invoices default
Apply default
■ invoice_count count
Count items in invoices
■ invoice_rows slice
Take a subset of
■ missing_email_rows filter
Filter by condition
■ missing_email_count count
Count items in missing email rows
✦ brief core.ai.summarize
AI generates a concise summary
■ summary to_summary
Format results as a summary card
■ invoice_table to_table
Format results as a data table
▼
Output
summary summary
table invoice_table
Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

focus setting = Prioritize invoice rows for exception handling only. Assume Wave native invoice reminders handle routine reminders. Call out missing customer email, likely additional-recipient needs, unusual context, and largest or oldest receivables. Do not suggest sending a duplicate reminder when native reminders can handle it. Do not imply any invoice was sent or paid unless the Wave records say so.
status setting = OVERDUE
page size setting = 25
max length setting = 900
business id setting = [object Object]

Uses (3 operations)

Pack operation Read business on wave recued-core.wave.business.read
Pack operation Search invoice on wave recued-core.wave.invoice.search
AI models AI generates a concise summary core.ai.summarize

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Wave connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read AI models core.ai.summarize read-only

2 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models
Warehousedata.business

About

Tags

wave waveinvoicescollectionscashflowai-summarypack:wave

Details

10 steps 5 configurable settings recipe_id: invoice-collections-brief-wave