Use “Mercury receivables brief” in Recued. It provides a read-only accounts-receivable view over Mercury invoices and customers.

How it works 9 steps

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

Process (9 steps)

◆ invoices_raw recued-core.mercury.invoice.search

Search invoice on mercury

◆ customers_raw recued-core.mercury.customer.search

Search customer on mercury

■ defaults defaults

Apply defaults

■ invoice_count count

Count items in invoices

■ customer_count count

Count items in customers

✦ summarize core.ai.summarize

AI generates a concise summary

■ invoice_table to_table

Format results as a data table

■ customer_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

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Output

summary card

table invoice_table

table customer_table

Settings 2 configurable

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

focus setting = Summarize visible invoice status, due-date risk, concentration by customer, and records needing follow-up. Distinguish overdue risk from confirmed overdue status and use only returned Mercury data.

max length setting = 1200