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Wave invoice collections brief

by recued-core v2 9 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 v2

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 v1
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 ?
invoices_raw ?
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 ?
summary to_summary
Format results as a summary card
invoice_table to_table
Format results as a data table
Settings 6 configurable

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

wave setting =
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]

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 connectionAi summarize
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.business

About

Tags

wave waveinvoicescollectionscashflowai-summarypack:wave

Details

10 steps 6 configurable settings recipe_id: invoice-collections-brief-wave