Recued
Menu
← Back to recipes

What could go on an invoice

by recued-core v3 65 views

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.

Complete workflow

Invoice Book 12 pinned recipes

Use Invoice Book in Recued for invoicing, receivables, getting paid, and freelance. It includes 18 built-in actions and 11 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 “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.

pack:invoice-bookinvoicingbillablerecords
by recued-core pinned v3

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.

pack:invoice-bookinvoicingreceivablesrecords
by recued-core pinned v6

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.

pack:invoice-bookinvoicingreceivablespayments
by recued-core pinned v6

Use “Who owes you” in Recued. Every open invoice with what is outstanding, which are overdue, and the oldest one still unpaid.

pack:invoice-bookinvoicingreceivablesoverdue
by recued-core pinned v4

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.

pack:invoice-bookinvoicingrecordsaggregate
by recued-core pinned v2
Show all 12 recipes

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.

pack:invoice-bookinvoicingbillablerecords
by recued-core pinned v4

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.

pack:invoice-bookinvoicingbillablerecords
by recued-core pinned v6

Use “Pull hours into pending items” in Recued. Turn unbilled time entries into pending billable items, priced at a rate you give.

pack:invoice-bookinvoicingbillablebridge
by recued-core pinned v6

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.

pack:invoice-bookinvoicingreceivablesrecords
by recued-core pinned v6

Use “One invoice” in Recued. Open one invoice from the list that names it, and read everything recorded about that invoice on one page.

pack:invoice-bookinvoicedetailnavigation
by recued-core pinned v1

Use “One billable item” in Recued. Open one billable item from the list that names it, and read everything recorded about that billable item on one page.

pack:invoice-bookbillable-itemdetailnavigation
by recued-core pinned v1
View pack details, dependencies, and permissions →

The list you pick from

One list, whatever the work came from: hours pulled across by pull-billable-hours, and anything you typed with add-billable-item. This recipe decides nothing — it is the menu.

⛔ Replaces list-billable-work, which listed time entries directly. That version could only ever show hours, and it showed them whether or not they had already been pulled across — so the same work appeared as a candidate twice. Pending items are the honest pick list because an item exists exactly once.

⚠ Copy the ids you want. Anything you leave out stays pending and is offered again next time, which is the point of picking rather than sweeping.

How it works 17 steps

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

Process (17 steps)
◆ pending recued-core.invoice-book.billable_item.search
Search billable item on invoice book
■ rows default
Apply default
■ view map
Extract from each item
■ count count
Count items in view
■ from_hours filter
Filter by condition
■ typed_in filter
Filter by condition
■ hours_count count
Count items in from hours
■ typed_count count
Count items in typed in
■ sources_agree compare
Check if count equals hours count
■ total_raw sum
Sum values in
■ total round
Round total raw to 2 decimal places
■ sorted sort
Sort by date
■ ids pluck
Extract id from each item
■ ids_text join
Join items with ", "
■ table_rows map
Extract from each item
■ table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table table
copyable ids_text
Settings 1 configurable

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

limit setting = 200

Uses (1 operation)

Pack operation Search billable item on invoice book recued-core.invoice-book.billable_item.search

Trust & control

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

What it's allowed to do

Read Pack Invoice Book read-only
Read: billable_item.search · No approval

About

Tags

pack:invoice-bookinvoicingbillablerecordsv3

Details

17 steps 1 configurable settings recipe_id: list-pending-items