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What of my FreshBooks invoices is actually owed to me

by recued-core v2 26 views

Use “What of my FreshBooks invoices is actually owed to me” in Recued. Separates the three different questions a FreshBooks invoice answers at once.

How it works 29 steps

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

Process (29 steps)
◆ me recued-core.freshbooks.user.current
Current user on freshbooks
■ account_id default
Apply default
■ have_account template
Generate text from a template
fail: step.account_id is_empty
◆ inv_raw recued-core.freshbooks.invoice.search
Search invoice on freshbooks
■ invoices default
Apply default
■ have_invoices template
Generate text from a template
fail: step.invoices is_empty
■ invoice_count count
Count items in invoices
■ lifecycle_values pluck
Extract v3_status from each item
■ lifecycle_seen unique
Remove duplicates from
■ display_values pluck
Extract display_status from each item
■ display_seen unique
Remove duplicates from
■ payment_values pluck
Extract payment_status from each item
■ payment_seen unique
Remove duplicates from
■ drafts filter
Filter by condition
■ draft_count count
Count items in drafts
■ issued filter
Filter by condition
■ issued_count count
Count items in issued
■ owed filter
Filter by condition
■ owed_count count
Count items in owed
■ settled filter
Filter by condition
■ settled_count count
Count items in settled
■ owed_currencies_raw pluck
Extract currency_code from each item
■ owed_currencies unique
Remove duplicates from
■ owed_currency_count count
Count items in owed currencies
■ by_due sort
Sort by due_date
■ oldest_due slice
Take a subset of
■ card to_summary
Format results as a summary card
■ owed_table to_table
Format results as a data table
■ draft_table to_table
Format results as a data table
▼
Output
summary card
table owed_table
table draft_table
Settings 1 configurable

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

overdue after days setting = 0

Uses (2 operations)

Pack operation Current user on freshbooks recued-core.freshbooks.user.current
Pack operation Search invoice on freshbooks recued-core.freshbooks.invoice.search

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 Freshbooks connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

freshbooks freshbooksinvoicingreceivablesfinanceread-only

Details

29 steps 1 configurable settings recipe_id: review-receivables-freshbooks