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What of my FreshBooks invoices is actually owed to me

by recued-core v1 6 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 ?
account_id default
Apply default
have_account template
Generate text from a template
fail: step.account_id is_empty
inv_raw ?
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
Settings 2 configurable

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

freshbooks setting =
overdue after days setting = 0

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 2 configurable settings recipe_id: review-receivables-freshbooks