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Wave invoice reminder exception watcher

by recued-core v3 30 views

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.

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.

Wave invoice reminder exception watcher
This recipe Background automation

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 18 steps

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

Data fetch
▼ shared_exception_watches core.storage.shared.list
List storage shared
▼
Process (17 steps)
■ now date_add
Add 0 days to
■ watch_rows filter
Filter by condition
■ watch_rows_with_invoice_id filter
Filter by condition
■ watch_rows_with_business_id filter
Filter by condition
■ candidate_count count
Count items in watch rows with business id
■ has_candidate compare
Check if candidate count is greater than 0
■ has_wave_connection compare
Check if connections wave has data
■ skip_invoice_read any
Check if any of the conditions are true
◆ invoice recued-core.wave.invoice.read
Read invoice on wave
skip: step.skip_invoice_read equal true
■ defaults defaults
Apply defaults
■ invoice_terminal_status compare
Check if invoice status is one of setting terminal statuses
■ invoice_amount_due_zero compare
Check if invoice amount due is at most 0
■ close_by_zero_amount_due all
Check if all conditions are true
■ invoice_resolved any
Check if any of the conditions are true
■ skip_close any
Check if any of the conditions are true
◆ close_exception_watch core.storage.shared.patch
Patch storage shared
skip: step.skip_close equal true
■ summary to_summary
Format results as a summary card
▼
Output
summary summary
Settings 2 configurable

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

terminal statuses setting = PAID
close when amount due zero setting = true

Uses (3 operations)

Shared store List storage shared core.storage.shared.list
Pack operation Read invoice on wave recued-core.wave.invoice.read
Shared store Patch storage shared core.storage.shared.patch

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 Shared store core.storage.shared.list read-only
Write Shared store core.storage.shared.patch external change

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesShared store
Warehousedata.businessdata.shared

About

Tags

wave waveinvoicecollectionsreminder-exceptioncashflowclosed-loopstate:wave-invoice-reminder-exception-watcherone-person-companypack:wave

Details

18 steps 2 configurable settings recipe_id: invoice-reminder-exception-watcher-wave