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Record a Wave estimate deposit payment

by recued-core v4 32 views

Use “Record a Wave estimate deposit payment” in Recued. It runs the Wave estimate deposit workflow with approval before changes are made.

How it works 9 steps

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

Process (9 steps)
◆ estimate recued-core.wave.estimate.read
Read estimate on wave
◆ payment_account recued-core.wave.account.read
Read account on wave
◆ recorded_payment recued-core.wave.estimate.payment.record_deposit_manual
Record deposit manual estimate payment on wave
■ receipt_recipient_count count
Count items in setting receipt to
■ has_receipt_recipients compare
Check if receipt recipient count is greater than 0
■ skip_receipt any
Check if any of the conditions are true
◆ receipt recued-core.wave.estimate.payment.receipt_send
Receipt send estimate payment on wave
skip: step.skip_receipt equal true
■ receipt_skipped compare
Check if skip receipt equals true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 11 configurable

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

memo setting =
amount setting = [object Object]
receipt to setting = [object Object]
business id setting = [object Object]
estimate id setting = [object Object]
payment date setting = [object Object]
send receipt setting = false
payment method setting = OTHER
receipt message setting =
receipt subject setting =
payment account id setting = [object Object]

Uses (4 operations)

Pack operation Read estimate on wave recued-core.wave.estimate.read
Pack operation Read account on wave recued-core.wave.account.read
Pack operation Record deposit manual estimate payment on wave recued-core.wave.estimate.payment.record_deposit_manual
Pack operation Receipt send estimate payment on wave recued-core.wave.estimate.payment.receipt_send

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.

Data it touches

Warehousedata.estimatedepositpaymentcreatemanualdata.businessdata.estimatedepositpaymentreceiptsend

About

Tags

wave waveestimatedepositpaymentreceiptapprovalpack:wave

Details

9 steps 11 configurable settings recipe_id: record-estimate-deposit-payment-wave