Use “Who owes you” in Recued. Every open invoice with what is outstanding, which are overdue, and the oldest one still unpaid.
Who owes you
Use “Who owes you” in Recued. Every open invoice with what is outstanding, which are overdue, and the oldest one still unpaid.
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 “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.
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.
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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.
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.
Who owes you, and who is late
Every open invoice, oldest due date first, with an ageing split.
⚠ The ageing buckets are computed HERE, in the recipe, not by the store. A declared aggregate has eight functions and no conditional, so 0-30 / 31-60 / 61-90 / 90+ is not expressible as a declaration — which is the honest edge of that vocabulary rather than a gap in it. The consequence: the buckets cover the invoices this run fetched, so raise the limit if you have more open invoices than it holds.
⛔ It tells you. It does not chase. No email goes anywhere, nothing is marked, no one is nagged. What you do with a late invoice is a conversation, and a tool that starts it for you will eventually start one you did not want.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (23 steps)
now_iso
date_add
Add 0 seconds to
today
date_format
Format as a date
open_invoices
?
overdue_rows
?
rows
default
Apply default
row_count
count
Count items in rows
aged
map
Extract from each item
aged_display
map
Extract from each item
overdue
map
Extract from each item
overdue_display
map
Extract from each item
overdue_count
count
Count items in overdue display
total_open_raw
sum
Sum values in
total_open
round
Round total open raw to 2 decimal places
total_overdue_raw
sum
Sum values in
total_overdue
round
Round total overdue raw to 2 decimal places
not_due_total_raw
math
Calculate: {{step.total_open_raw}} - {{step.total_overdue_raw}}
not_due_total
round
Round not due total raw to 2 decimal places
oldest_due
min_by
Find the minimum by due_on
overdue_sorted
sort
Sort by due_on
table
to_table
Format results as a data table
all_sorted
sort
Sort by due_on
all_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200